+94.5%
EXK vs VOO
+321.7%
-227.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.0% | -5.0% |
| 7D | -8.3% | -2.0% | -6.3% | -6.3% |
| 30D | -0.7% | -1.7% | +1.0% | +1.3% |
| 3M | +41.8% | +4.7% | +37.0% | +36.3% |
| 6M | -8.9% | +12.6% | -21.5% | -17.4% |
| YTD | +11.9% | +11.8% | +0.2% | +2.8% |
| 1Y | +78.9% | +17.5% | +61.4% | +57.8% |
| 3Y | +307.8% | +77.0% | +230.8% | +155.4% |
| 5Y | +131.2% | +82.6% | +48.6% | +40.7% |
| All | +94.5% | +321.7% | -227.3% | -38.5% |
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