+1,767.4%
EXEL vs VOO
+803.9%
+963.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +1.6% | +3.3% | -1.6% | -1.9% |
| 30D | +17.4% | -2.7% | +20.0% | +20.8% |
| 3M | +38.6% | -1.7% | +40.4% | +41.0% |
| 6M | +41.2% | +3.1% | +38.1% | +35.5% |
| YTD | +59.3% | +11.9% | +47.4% | +39.1% |
| 1Y | +60.2% | +12.1% | +48.2% | +39.7% |
| 3Y | +232.6% | +78.6% | +154.0% | +62.1% |
| 5Y | +285.9% | +73.8% | +212.1% | +88.4% |
| 10Y | +325.9% | +312.3% | +13.6% | -48.3% |
| All | +1,767.4% | +803.9% | +963.5% | -49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling