+82.6%
VOO vs XYZ
-68.7%
+151.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -2.0% | -5.2% | +3.2% | -1.0% |
| 30D | -1.7% | 0.0% | -1.7% | -1.8% |
| 3M | +4.7% | +18.7% | -13.9% | +1.2% |
| 6M | +12.6% | +20.5% | -8.0% | +8.1% |
| YTD | +11.8% | +21.5% | -9.7% | +6.5% |
| 1Y | +17.5% | +7.2% | +10.3% | +14.1% |
| 3Y | +77.0% | +49.0% | +28.0% | +54.3% |
| 5Y | +82.6% | -68.1% | +150.7% | +92.5% |
| All | +82.6% | -68.7% | +151.3% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling