+208.0%
EXPO vs VOO
+315.3%
-107.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -3.2% | -0.4% | -2.9% | -2.9% |
| 30D | +0.4% | -1.4% | +1.7% | +1.5% |
| 3M | +18.4% | +3.7% | +14.7% | +14.7% |
| 6M | -5.2% | +13.0% | -18.3% | -14.8% |
| YTD | -1.5% | +12.4% | -13.9% | -10.9% |
| 1Y | -1.4% | +18.6% | -20.0% | -14.7% |
| 3Y | -20.1% | +78.1% | -98.2% | -51.1% |
| 5Y | -37.5% | +82.3% | -119.8% | -62.6% |
| 10Y | +208.0% | +322.5% | -114.5% | -15.7% |
| All | +208.0% | +315.3% | -107.3% | -15.7% |
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