-37.4%
EXPO vs VOO
+82.3%
-119.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -3.0% | +0.5% | -3.6% | -3.4% |
| 30D | +2.1% | -0.9% | +3.0% | +2.8% |
| 3M | +16.1% | +3.9% | +12.2% | +12.4% |
| 6M | -4.7% | +14.5% | -19.2% | -15.1% |
| YTD | -0.9% | +13.0% | -13.9% | -10.5% |
| 1Y | -2.7% | +19.4% | -22.1% | -16.1% |
| 3Y | -19.6% | +78.9% | -98.5% | -51.2% |
| 5Y | -37.4% | +82.3% | -119.7% | -62.0% |
| All | -37.4% | +82.3% | -119.7% | -62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling