+139.8%
EXK vs VOO
+81.6%
+58.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.8% |
| 7D | +0.2% | -0.4% | +0.5% | +0.7% |
| 30D | +8.9% | -1.4% | +10.3% | +11.2% |
| 3M | +42.4% | +3.7% | +38.7% | +36.7% |
| 6M | -1.0% | +13.0% | -14.0% | -13.8% |
| YTD | +18.6% | +12.4% | +6.2% | +4.7% |
| 1Y | +89.3% | +18.6% | +70.7% | +57.9% |
| 3Y | +332.2% | +78.1% | +254.1% | +131.3% |
| 5Y | +139.8% | +82.3% | +57.5% | +19.9% |
| All | +139.8% | +81.6% | +58.2% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling