-72.0%
EXOD vs VOO
+83.8%
-155.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.8% |
| 7D | +0.7% | +0.5% | +0.1% | +0.1% |
| 30D | +35.2% | -0.9% | +36.1% | +37.0% |
| 3M | +16.5% | +3.9% | +12.6% | +12.2% |
| 6M | -31.9% | +14.5% | -46.5% | -39.9% |
| YTD | -49.8% | +13.0% | -62.8% | -55.0% |
| 1Y | -71.8% | +19.4% | -91.2% | -75.7% |
| 3Y | +6.2% | +78.9% | -72.7% | -37.6% |
| All | -72.0% | +83.8% | -155.8% | -85.7% |
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 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