+52.3%
EXEL vs VOO
+17.3%
+35.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | -2.9% | -2.0% | -0.9% | -1.7% |
| 30D | +11.9% | -1.7% | +13.5% | +13.0% |
| 3M | +9.2% | +4.7% | +4.5% | +5.9% |
| 6M | +39.1% | +12.6% | +26.5% | +28.0% |
| YTD | +31.0% | +11.8% | +19.3% | +20.9% |
| 1Y | +52.3% | +17.5% | +34.8% | +37.6% |
| All | +52.3% | +17.3% | +35.0% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling