+149.7%
XBI vs VOO
+325.3%
-175.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.3% |
| 7D | -4.6% | -0.8% | -3.9% | -3.8% |
| 30D | -2.0% | -1.1% | -0.9% | -0.8% |
| 3M | +17.8% | +3.9% | +13.9% | +12.7% |
| 6M | +23.7% | +13.6% | +10.1% | +7.4% |
| YTD | +28.2% | +12.7% | +15.5% | +12.2% |
| 1Y | +64.0% | +17.6% | +46.4% | +36.9% |
| 3Y | +99.4% | +77.3% | +22.1% | +4.7% |
| 5Y | +19.3% | +84.1% | -64.8% | -39.0% |
| All | +149.7% | +325.3% | -175.6% | -57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling