+352.6%
EXEL vs VOO
+325.3%
+27.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -3.0% |
| 7D | -4.9% | -0.8% | -4.1% | -4.3% |
| 30D | +11.4% | -1.1% | +12.5% | +12.3% |
| 3M | +4.9% | +3.9% | +1.0% | +1.4% |
| 6M | +34.4% | +13.6% | +20.8% | +20.5% |
| YTD | +28.0% | +12.7% | +15.3% | +15.5% |
| 1Y | +43.6% | +17.6% | +26.1% | +24.9% |
| 3Y | +155.2% | +77.3% | +77.9% | +52.2% |
| 5Y | +181.2% | +84.1% | +97.0% | +59.3% |
| All | +352.6% | +325.3% | +27.3% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling