+679.4%
EXPE vs VOO
+803.9%
-124.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -4.2% | +3.3% | -7.5% | -8.0% |
| 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% | +13.8% |
| YTD | -7.3% | +11.9% | -19.3% | -19.4% |
| 1Y | -3.9% | +12.1% | -16.0% | -16.4% |
| 3Y | +123.0% | +78.6% | +44.4% | +10.7% |
| 5Y | +47.9% | +73.8% | -25.9% | -22.1% |
| 10Y | +126.5% | +312.3% | -185.8% | -54.9% |
| All | +679.4% | +803.9% | -124.4% | -37.0% |
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