-15.8%
XBIO vs VOO
+77.4%
-93.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.0% | -5.0% |
| 7D | -16.5% | -0.8% | -15.7% | -15.9% |
| 30D | +18.2% | -1.1% | +19.3% | +19.4% |
| 3M | +30.0% | +3.9% | +26.1% | +25.7% |
| 6M | +48.3% | +13.6% | +34.7% | +33.3% |
| YTD | +79.7% | +12.7% | +67.0% | +62.5% |
| 1Y | +25.8% | +17.6% | +8.2% | +11.8% |
| 3Y | -15.8% | +77.3% | -93.1% | -46.4% |
| All | -15.8% | +77.4% | -93.2% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling