+198.5%
EXEL vs VOO
+81.6%
+116.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | -0.3% | -0.4% | 0.0% | -0.1% |
| 30D | +10.1% | -1.4% | +11.5% | +11.0% |
| 3M | +10.1% | +3.7% | +6.4% | +7.6% |
| 6M | +37.7% | +13.0% | +24.6% | +27.6% |
| YTD | +33.1% | +12.4% | +20.6% | +23.7% |
| 1Y | +52.4% | +18.6% | +33.8% | +37.2% |
| 3Y | +163.8% | +78.1% | +85.8% | +82.1% |
| 5Y | +198.5% | +82.3% | +116.3% | +100.1% |
| All | +198.5% | +81.6% | +116.9% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling