-97.1%
XBP vs VOO
+97.6%
-194.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.8% | -9.2% |
| 7D | -1.4% | +0.5% | -1.9% | -1.5% |
| 30D | -9.1% | -0.9% | -8.2% | -8.8% |
| 3M | +16.8% | +3.9% | +12.9% | +15.4% |
| 6M | -54.0% | +14.5% | -68.6% | -56.1% |
| YTD | -58.7% | +13.0% | -71.7% | -60.4% |
| 1Y | -62.6% | +19.4% | -82.0% | -64.5% |
| 3Y | -97.5% | +78.9% | -176.3% | -97.7% |
| 5Y | -97.2% | +82.3% | -179.4% | -97.4% |
| All | -97.1% | +97.6% | -194.7% | -97.3% |
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