+101.6%
EXK vs VOO
+309.6%
-208.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.8% |
| 7D | -2.3% | +2.6% | -4.9% | -4.7% |
| 30D | -2.2% | -2.0% | -0.2% | +0.3% |
| 3M | -25.7% | -2.8% | -22.9% | -22.9% |
| 6M | -32.1% | +2.2% | -34.3% | -32.2% |
| YTD | -18.5% | +11.5% | -30.0% | -24.4% |
| 1Y | -2.7% | +13.5% | -16.2% | -10.9% |
| 3Y | +294.8% | +78.1% | +216.8% | +148.8% |
| 5Y | +31.6% | +73.1% | -41.5% | -15.7% |
| All | +101.6% | +309.6% | -208.1% | -30.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling