+333.9%
EXG vs VOO
+806.9%
-473.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.0% |
| 7D | 0.0% | -0.9% | +0.9% | +0.8% |
| 30D | +1.6% | -2.3% | +3.9% | +3.7% |
| 3M | -2.9% | -1.2% | -1.7% | -1.9% |
| 6M | +5.3% | +3.3% | +2.0% | +2.1% |
| YTD | +8.0% | +12.3% | -4.4% | -2.8% |
| 1Y | +11.6% | +12.5% | -0.9% | +0.3% |
| 3Y | +73.3% | +79.2% | -5.9% | +1.7% |
| 5Y | +41.2% | +75.7% | -34.5% | -16.3% |
| 10Y | +197.1% | +313.7% | -116.6% | -20.4% |
| All | +333.9% | +806.9% | -473.0% | -42.4% |
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