+216.4%
EXPO vs VOO
+306.9%
-90.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.9% |
| 7D | 0.0% | -0.6% | +0.6% | +0.4% |
| 30D | +23.2% | -3.6% | +26.8% | +26.6% |
| 3M | +27.9% | -2.7% | +30.7% | +30.3% |
| 6M | +41.4% | +2.2% | +39.1% | +37.8% |
| YTD | +25.5% | +10.9% | +14.6% | +14.5% |
| 1Y | +23.7% | +11.3% | +12.3% | +12.4% |
| 3Y | +21.9% | +76.9% | -55.0% | -25.2% |
| 5Y | -23.7% | +73.5% | -97.2% | -52.6% |
| 10Y | +216.4% | +307.7% | -91.2% | -11.3% |
| All | +216.4% | +306.9% | -90.5% | -11.3% |
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