+1,131.9%
EXLS vs VOO
+775.2%
+356.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.4% | +5.5% | +5.1% |
| 7D | +6.1% | -4.7% | +10.8% | +10.6% |
| 30D | +23.2% | -5.9% | +29.1% | +29.7% |
| 3M | +29.5% | -4.5% | +34.0% | +34.5% |
| 6M | +39.5% | +1.9% | +37.6% | +35.1% |
| YTD | +2.8% | +8.4% | -5.6% | -6.3% |
| 1Y | +10.5% | +9.5% | +1.0% | -0.3% |
| 3Y | +63.6% | +75.3% | -11.7% | -6.9% |
| 5Y | +59.0% | +67.9% | -8.9% | -5.6% |
| 10Y | +399.2% | +314.4% | +84.8% | +32.6% |
| All | +1,131.9% | +775.2% | +356.7% | +63.7% |
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