+24.6%
EXFY vs VOO
+20.9%
+3.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.6% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | +17.8% | +0.1% | +17.8% | +17.9% |
| 3M | +107.0% | +2.0% | +104.9% | +102.1% |
| 6M | +133.3% | +13.0% | +120.3% | +105.6% |
| YTD | +57.6% | +13.6% | +44.0% | +38.5% |
| 1Y | +24.6% | +20.1% | +4.5% | +4.9% |
| All | +24.6% | +20.9% | +3.7% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling