+331.4%
EXK vs VOO
+79.1%
+252.3%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +1.1% |
| 7D | +8.7% | +0.5% | +8.2% | +7.7% |
| 30D | +16.7% | -0.9% | +17.6% | +18.9% |
| 3M | +38.4% | +3.9% | +34.5% | +30.8% |
| 6M | -0.4% | +14.5% | -15.0% | -18.7% |
| YTD | +18.4% | +13.0% | +5.5% | -0.1% |
| 1Y | +85.2% | +19.4% | +65.8% | +45.0% |
| 3Y | +331.4% | +78.9% | +252.5% | +88.7% |
| All | +331.4% | +79.1% | +252.3% | +88.7% |
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