+75.4%
EXG vs VOO
+78.4%
-3.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | -0.1% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +2.0% | -3.3% | +5.3% | +4.8% |
| 3M | -1.8% | -2.4% | +0.6% | +0.1% |
| 6M | +5.3% | +2.6% | +2.7% | +3.0% |
| YTD | +8.2% | +11.3% | -3.1% | -1.2% |
| 1Y | +14.4% | +13.4% | +1.0% | +2.9% |
| 3Y | +75.4% | +80.3% | -4.9% | +7.8% |
| All | +75.4% | +78.4% | -3.1% | +7.8% |
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