-42.5%
EXFY vs VOO
+75.9%
-118.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.2% |
| 7D | -8.6% | -2.0% | -6.7% | -5.9% |
| 30D | -3.9% | -1.7% | -2.2% | -1.6% |
| 3M | +77.6% | +4.7% | +72.9% | +67.6% |
| 6M | +155.2% | +12.6% | +142.6% | +115.4% |
| YTD | +47.0% | +11.8% | +35.3% | +25.5% |
| 1Y | +18.1% | +17.5% | +0.5% | -6.7% |
| All | -42.5% | +75.9% | -118.4% | -77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling