+18.7%
EXP vs VOO
+75.1%
-56.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -3.4% |
| 7D | -7.0% | -0.9% | -6.1% | -6.1% |
| 30D | +12.6% | -2.3% | +15.0% | +15.5% |
| 3M | -13.9% | -1.2% | -12.7% | -12.9% |
| 6M | -9.9% | +3.3% | -13.2% | -13.7% |
| YTD | -10.5% | +12.3% | -22.8% | -22.4% |
| 1Y | -10.0% | +12.5% | -22.5% | -22.1% |
| 3Y | +11.3% | +79.2% | -67.9% | -44.5% |
| 5Y | +18.7% | +75.7% | -57.0% | -38.3% |
| All | +18.7% | +75.1% | -56.4% | -38.3% |
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