+130.4%
EXPE vs VOO
+311.2%
-180.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -4.2% | +3.3% | -7.5% | -8.1% |
| 30D | -4.5% | -2.7% | -1.8% | -0.9% |
| 3M | -19.7% | -1.7% | -18.0% | -17.7% |
| 6M | +18.3% | +3.1% | +15.2% | +13.7% |
| YTD | -7.3% | +11.9% | -19.3% | -19.7% |
| 1Y | -3.9% | +12.1% | -16.0% | -16.7% |
| 3Y | +123.0% | +78.6% | +44.4% | +8.8% |
| 5Y | +47.9% | +73.8% | -25.9% | -23.7% |
| All | +130.4% | +311.2% | -180.8% | -54.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling