+1,477.8%
EXEL vs VOO
+817.1%
+660.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +8.4% | +0.1% | +8.3% | +8.2% |
| 30D | +4.1% | +0.1% | +4.0% | +4.0% |
| 3M | +12.4% | +2.0% | +10.4% | +9.5% |
| 6M | +41.5% | +13.0% | +28.5% | +22.7% |
| YTD | +34.6% | +13.6% | +21.1% | +15.9% |
| 1Y | +57.9% | +20.1% | +37.8% | +27.3% |
| 3Y | +159.5% | +77.6% | +81.9% | +27.4% |
| 5Y | +198.5% | +82.4% | +116.0% | +36.9% |
| 10Y | +411.4% | +316.8% | +94.5% | -38.3% |
| All | +1,477.8% | +817.1% | +660.7% | -57.7% |
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