+30.4%
VEXC vs VOO
+14.7%
+15.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +1.0% | -0.4% | +1.4% | +1.4% |
| 30D | +3.3% | -1.4% | +4.7% | +5.0% |
| 3M | +6.8% | +3.7% | +3.0% | +2.1% |
| 6M | +18.5% | +13.0% | +5.4% | +3.0% |
| YTD | +24.4% | +12.4% | +12.0% | +8.7% |
| All | +30.4% | +14.7% | +15.7% | +12.0% |
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 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