+934.7%
EXLS vs VOO
+817.1%
+117.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.5% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | +8.8% | +0.1% | +8.7% | +8.7% |
| 3M | +24.7% | +2.0% | +22.7% | +21.4% |
| 6M | +13.7% | +13.0% | +0.6% | 0.0% |
| YTD | -13.7% | +13.6% | -27.3% | -24.3% |
| 1Y | -17.0% | +20.1% | -37.1% | -31.1% |
| 3Y | +25.0% | +77.6% | -52.5% | -29.2% |
| 5Y | +48.6% | +82.4% | -33.9% | -18.1% |
| 10Y | +252.8% | +316.8% | -64.1% | -6.7% |
| All | +934.7% | +817.1% | +117.7% | +32.3% |
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