+16.5%
EXUS vs VOO
+29.9%
-13.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.3% |
| 7D | +2.8% | +0.5% | +2.2% | +2.1% |
| 30D | +1.1% | -0.9% | +2.1% | +2.2% |
| 3M | +7.2% | +3.9% | +3.3% | +2.4% |
| 6M | +15.7% | +14.5% | +1.1% | -0.9% |
| YTD | +11.7% | +13.0% | -1.2% | -2.9% |
| 1Y | +12.1% | +19.4% | -7.4% | -7.3% |
| All | +16.5% | +29.9% | -13.4% | -13.0% |
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