+1,142.4%
EXPO vs VOO
+798.5%
+344.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | -0.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.5% |
| 30D | +22.4% | -3.3% | +25.7% | +25.7% |
| 3M | +28.5% | -2.4% | +30.9% | +30.7% |
| 6M | +40.5% | +2.6% | +37.9% | +36.2% |
| YTD | +24.7% | +11.3% | +13.5% | +12.5% |
| 1Y | +23.3% | +13.4% | +9.8% | +9.2% |
| 3Y | +23.9% | +80.3% | -56.4% | -28.5% |
| 5Y | -23.5% | +72.7% | -96.2% | -54.3% |
| 10Y | +222.4% | +310.0% | -87.7% | -18.4% |
| All | +1,142.4% | +798.5% | +344.0% | +16.5% |
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 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