-49.1%
EXOZ vs VOO
+26.1%
-75.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.3% | +6.8% | +6.9% |
| 7D | +6.5% | -2.7% | +9.2% | +8.3% |
| 30D | -20.6% | -5.4% | -15.2% | -17.9% |
| 3M | -14.8% | -4.1% | -10.8% | -12.9% |
| 6M | -58.3% | +0.7% | -59.0% | -58.6% |
| YTD | -59.6% | +8.7% | -68.4% | -61.9% |
| 1Y | -67.4% | +11.0% | -78.4% | -69.5% |
| All | -49.1% | +26.1% | -75.2% | -55.8% |
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