-20.8%
EXOZ vs VOO
+31.7%
-52.5%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | +25.9% | +0.1% | +25.9% | +25.8% |
| 3M | -26.7% | +2.0% | -28.8% | -27.8% |
| 6M | -3.4% | +13.0% | -16.4% | -10.6% |
| YTD | -37.2% | +13.6% | -50.7% | -42.1% |
| 1Y | -35.2% | +20.1% | -55.3% | -41.6% |
| All | -20.8% | +31.7% | -52.5% | -32.9% |
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 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