+156.4%
EXPE vs VOO
+321.7%
-165.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.3% |
| 7D | -8.7% | -2.0% | -6.7% | -6.3% |
| 30D | -13.6% | -1.7% | -12.0% | -11.8% |
| 3M | +26.6% | +4.7% | +21.9% | +19.1% |
| 6M | +19.9% | +12.6% | +7.4% | +2.7% |
| YTD | -1.7% | +11.8% | -13.5% | -14.8% |
| 1Y | +29.4% | +17.5% | +11.9% | +5.4% |
| 3Y | +155.7% | +77.0% | +78.7% | +26.4% |
| 5Y | +93.1% | +82.6% | +10.5% | -6.0% |
| All | +156.4% | +321.7% | -165.3% | -42.5% |
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