-2.9%
XBCI vs VOO
+10.4%
-13.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -1.6% |
| 7D | -3.7% | -0.8% | -2.9% | -2.0% |
| 30D | +23.5% | -1.1% | +24.6% | +26.6% |
| 3M | +22.3% | +3.9% | +18.4% | +11.1% |
| 6M | +6.8% | +13.6% | -6.8% | -20.1% |
| All | -2.9% | +10.4% | -13.3% | -15.3% |
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