-82.2%
XBIT vs VOO
+325.3%
-407.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.2% |
| 7D | -0.5% | -0.8% | +0.3% | +0.2% |
| 30D | -11.0% | -1.1% | -9.9% | -10.2% |
| 3M | -6.0% | +3.9% | -9.9% | -9.5% |
| 6M | -6.4% | +13.6% | -20.0% | -17.1% |
| YTD | -8.4% | +12.7% | -21.1% | -18.3% |
| 1Y | -22.3% | +17.6% | -39.9% | -33.3% |
| 3Y | -53.2% | +77.3% | -130.5% | -71.5% |
| 5Y | -86.1% | +84.1% | -170.2% | -91.7% |
| All | -82.2% | +325.3% | -407.5% | -96.6% |
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 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