+341.5%
VOO vs XYZ
+615.2%
-273.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.7% | 0.0% |
| 7D | +0.5% | +2.9% | -2.3% | 0.0% |
| 30D | -0.9% | +1.4% | -2.3% | -1.3% |
| 3M | +3.9% | +14.6% | -10.7% | +1.0% |
| 6M | +14.5% | +20.8% | -6.2% | +9.9% |
| YTD | +13.0% | +23.1% | -10.1% | +7.2% |
| 1Y | +19.4% | +5.6% | +13.8% | +16.2% |
| 3Y | +78.9% | +50.9% | +28.0% | +55.8% |
| 5Y | +82.3% | -68.6% | +150.8% | +96.5% |
| 10Y | +314.2% | +580.0% | -265.8% | +171.6% |
| All | +341.5% | +615.2% | -273.7% | +180.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling