+58.6%
EXLS vs VOO
+72.6%
-13.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +0.2% | +2.6% | -2.3% | -1.8% |
| 30D | +15.8% | -2.0% | +17.8% | +17.2% |
| 3M | +22.3% | -2.8% | +25.0% | +24.6% |
| 6M | +59.2% | +2.2% | +57.1% | +54.4% |
| YTD | +1.9% | +11.5% | -9.6% | -8.9% |
| 1Y | +8.5% | +13.5% | -5.0% | -4.6% |
| 3Y | +61.6% | +78.1% | -16.5% | -8.8% |
| All | +58.6% | +72.6% | -13.9% | -6.9% |
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