+190.3%
EXK vs VOO
+817.1%
-626.7%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.7% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | +24.1% | +0.1% | +24.0% | +24.3% |
| 3M | +20.1% | +2.0% | +18.1% | +19.0% |
| 6M | -10.5% | +13.0% | -23.5% | -18.8% |
| YTD | +18.3% | +13.6% | +4.7% | +7.4% |
| 1Y | +81.1% | +20.1% | +61.0% | +57.2% |
| 3Y | +301.4% | +77.6% | +223.9% | +152.4% |
| 5Y | +122.4% | +82.4% | +40.0% | +36.8% |
| 10Y | +124.2% | +316.8% | -192.7% | -28.9% |
| All | +190.3% | +817.1% | -626.7% | -64.0% |
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