+165.3%
EXEL vs VOO
+77.0%
+88.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | -0.3% | -0.4% | 0.0% | -0.2% |
| 30D | +10.1% | -1.4% | +11.5% | +10.9% |
| 3M | +10.1% | +3.7% | +6.4% | +8.0% |
| 6M | +37.7% | +13.0% | +24.6% | +29.4% |
| YTD | +33.1% | +12.4% | +20.6% | +25.4% |
| 1Y | +52.4% | +18.6% | +33.8% | +40.2% |
| All | +165.3% | +77.0% | +88.3% | +119.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling