+75.8%
VOO vs XYZ
+46.5%
+29.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -2.0% | -5.2% | +3.2% | -1.1% |
| 30D | -1.7% | 0.0% | -1.7% | -1.8% |
| 3M | +4.7% | +18.7% | -13.9% | +1.5% |
| 6M | +12.6% | +20.5% | -8.0% | +8.4% |
| YTD | +11.8% | +21.5% | -9.7% | +7.0% |
| 1Y | +17.5% | +7.2% | +10.3% | +14.6% |
| All | +75.8% | +46.5% | +29.3% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling