-69.5%
XBP vs VOO
+18.2%
-87.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.6% |
| 7D | -8.7% | -0.8% | -7.9% | -7.9% |
| 30D | -3.6% | -1.1% | -2.5% | -2.4% |
| 3M | +16.5% | +3.9% | +12.6% | +11.9% |
| 6M | -48.5% | +13.6% | -62.1% | -57.7% |
| YTD | -58.4% | +12.7% | -71.2% | -65.4% |
| 1Y | -69.5% | +17.6% | -87.1% | -82.4% |
| All | -69.5% | +18.2% | -87.7% | -82.4% |
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 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