+109.2%
EXTR vs VOO
+81.6%
+27.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | -2.5% | -0.4% | -2.1% | -2.0% |
| 30D | -8.8% | -1.4% | -7.5% | -7.0% |
| 3M | -25.3% | +3.7% | -29.0% | -28.8% |
| 6M | +53.0% | +13.0% | +39.9% | +29.3% |
| YTD | +28.9% | +12.4% | +16.5% | +9.8% |
| 1Y | -2.8% | +18.6% | -21.4% | -23.2% |
| 3Y | -16.3% | +78.1% | -94.4% | -61.2% |
| 5Y | +109.2% | +82.3% | +26.9% | -2.0% |
| All | +109.2% | +81.6% | +27.6% | -2.0% |
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