+1,744.9%
EXEL vs VOO
+800.4%
+944.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -0.8% | +2.6% | -3.4% | -3.6% |
| 30D | +13.1% | -2.0% | +15.1% | +15.6% |
| 3M | +36.3% | -2.8% | +39.1% | +40.3% |
| 6M | +34.5% | +2.2% | +32.4% | +30.4% |
| YTD | +57.4% | +11.5% | +45.9% | +38.0% |
| 1Y | +62.9% | +13.5% | +49.4% | +40.0% |
| 3Y | +229.5% | +78.1% | +151.4% | +61.1% |
| 5Y | +281.2% | +73.1% | +208.1% | +86.9% |
| 10Y | +320.7% | +310.7% | +10.0% | -48.7% |
| All | +1,744.9% | +800.4% | +944.5% | -49.6% |
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 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