-99.4%
XBIO vs VOO
+335.9%
-435.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.0% | -4.8% |
| 7D | -16.5% | -0.8% | -15.7% | -16.0% |
| 30D | +18.2% | -1.1% | +19.3% | +19.2% |
| 3M | +30.0% | +3.9% | +26.1% | +26.6% |
| 6M | +48.3% | +13.6% | +34.7% | +35.8% |
| YTD | +79.7% | +12.7% | +67.0% | +65.4% |
| 1Y | +25.8% | +17.6% | +8.2% | +13.7% |
| 3Y | -15.8% | +77.3% | -93.1% | -42.7% |
| 5Y | -84.4% | +84.1% | -168.5% | -89.6% |
| 10Y | -99.3% | +323.5% | -422.8% | -99.5% |
| All | -99.4% | +335.9% | -435.3% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling