+13.5%
EXP vs VOO
+78.8%
-65.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.0% |
| 7D | -2.5% | -0.6% | -2.0% | -1.9% |
| 30D | +14.1% | -3.6% | +17.7% | +18.9% |
| 3M | -10.8% | -2.7% | -8.1% | -8.1% |
| 6M | -10.5% | +2.2% | -12.8% | -13.2% |
| YTD | -8.8% | +10.9% | -19.7% | -19.8% |
| 1Y | -8.7% | +11.3% | -20.1% | -20.2% |
| 3Y | +13.5% | +76.9% | -63.4% | -45.4% |
| All | +13.5% | +78.8% | -65.3% | -45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling