+25.8%
XBIO vs VOO
+18.2%
+7.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.0% | -5.8% |
| 7D | -16.5% | -0.8% | -15.7% | -15.2% |
| 30D | +18.2% | -1.1% | +19.3% | +20.8% |
| 3M | +30.0% | +3.9% | +26.1% | +20.6% |
| 6M | +48.3% | +13.6% | +34.7% | +16.0% |
| YTD | +79.7% | +12.7% | +67.0% | +40.0% |
| 1Y | +25.8% | +17.6% | +8.2% | -31.6% |
| All | +25.8% | +18.2% | +7.6% | -31.6% |
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