+317.6%
VOO vs EXEL
+375.2%
-57.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.2% |
| 7D | -0.8% | -4.9% | +4.1% | -0.1% |
| 30D | -1.1% | +11.4% | -12.5% | -2.6% |
| 3M | +3.9% | +4.9% | -1.0% | +3.0% |
| 6M | +13.6% | +34.4% | -20.8% | +8.5% |
| YTD | +12.7% | +28.0% | -15.3% | +8.2% |
| 1Y | +17.6% | +43.6% | -26.1% | +10.7% |
| 3Y | +77.3% | +155.2% | -77.9% | +50.4% |
| 5Y | +84.1% | +181.2% | -97.0% | +51.9% |
| All | +317.6% | +375.2% | -57.6% | +225.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 10y: compounded portfolio wealth divided by compounded EXEL 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…
10y analysis · Full analysis span regression · 6 months rolling