+809.0%
VOO vs EXC
+182.8%
+626.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | +0.1% | -1.7% | +1.8% | +0.7% |
| 30D | -3.3% | +9.3% | -12.6% | -6.4% |
| 3M | -2.4% | +1.0% | -3.4% | -3.0% |
| 6M | +2.6% | +5.9% | -3.3% | -0.1% |
| YTD | +11.3% | +7.6% | +3.6% | +7.2% |
| 1Y | +13.4% | +2.4% | +11.0% | +11.2% |
| 3Y | +80.3% | +30.2% | +50.0% | +58.1% |
| 5Y | +72.7% | +41.4% | +31.4% | +44.8% |
| 10Y | +310.0% | +183.8% | +126.3% | +159.2% |
| All | +809.0% | +182.8% | +626.2% | +474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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