+0.8%
XBCI vs VOO
+11.2%
-10.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -1.8% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +24.6% | +0.1% | +24.5% | +24.4% |
| 3M | +25.8% | +2.0% | +23.7% | +20.8% |
| 6M | +6.9% | +13.0% | -6.1% | -14.4% |
| All | +0.8% | +11.2% | -10.5% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling