+893.7%
EXPO vs VOO
+817.1%
+76.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.7% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | +2.6% | +0.1% | +2.6% | +2.6% |
| 3M | +16.0% | +2.0% | +14.0% | +13.6% |
| 6M | -5.0% | +13.0% | -18.0% | -15.4% |
| YTD | -0.2% | +13.6% | -13.8% | -11.3% |
| 1Y | -4.3% | +20.1% | -24.3% | -19.2% |
| 3Y | -20.7% | +77.6% | -98.3% | -53.4% |
| 5Y | -37.5% | +82.4% | -120.0% | -64.4% |
| 10Y | +203.3% | +316.8% | -113.5% | -23.9% |
| All | +893.7% | +817.1% | +76.6% | -8.1% |
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