+28.5%
XB vs VOO
+103.7%
-75.2%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -0.7% | -0.8% | +0.1% | -0.4% |
| 30D | -0.4% | -1.1% | +0.6% | -0.1% |
| 3M | +0.5% | +3.9% | -3.4% | -0.8% |
| 6M | +2.5% | +13.6% | -11.1% | -1.9% |
| YTD | +2.6% | +12.7% | -10.1% | -1.5% |
| 1Y | +4.5% | +17.6% | -13.1% | -1.2% |
| 3Y | +25.4% | +77.3% | -51.9% | 0.0% |
| All | +28.5% | +103.7% | -75.2% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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