+410.3%
EXLS vs VOO
+306.9%
+103.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.6% |
| 7D | +5.2% | -0.6% | +5.7% | +5.4% |
| 30D | +20.4% | -3.6% | +24.1% | +24.2% |
| 3M | +26.3% | -2.7% | +29.0% | +29.0% |
| 6M | +42.5% | +2.2% | +40.3% | +37.3% |
| YTD | +4.4% | +10.9% | -6.5% | -7.4% |
| 1Y | +11.8% | +11.3% | +0.5% | -1.4% |
| 3Y | +64.9% | +76.9% | -12.0% | -10.6% |
| 5Y | +65.3% | +73.5% | -8.2% | -8.6% |
| 10Y | +410.3% | +307.7% | +102.6% | +24.9% |
| All | +410.3% | +306.9% | +103.4% | +24.9% |
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 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