+312.2%
VOO vs XRT
+135.4%
+176.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.5% |
| 7D | +3.3% | -0.4% | +3.7% | +3.4% |
| 30D | -2.7% | +7.5% | -10.2% | -6.1% |
| 3M | -1.7% | +2.3% | -4.1% | -3.1% |
| 6M | +3.1% | +12.8% | -9.7% | -3.1% |
| YTD | +11.9% | +7.1% | +4.9% | +7.6% |
| 1Y | +12.1% | +12.3% | -0.2% | +5.3% |
| 3Y | +78.6% | +57.0% | +21.6% | +41.1% |
| 5Y | +73.8% | -4.3% | +78.1% | +68.6% |
| All | +312.2% | +135.4% | +176.9% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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