-35.8%
XBTY vs VOO
+31.8%
-67.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | -0.3% | -2.0% | +1.7% | +1.6% |
| 30D | +3.9% | -1.7% | +5.6% | +5.6% |
| 3M | +3.9% | +4.7% | -0.9% | -1.5% |
| 6M | -3.7% | +12.6% | -16.3% | -16.5% |
| YTD | -18.6% | +11.8% | -30.4% | -28.6% |
| 1Y | -43.1% | +17.5% | -60.6% | -53.2% |
| All | -35.8% | +31.8% | -67.6% | -52.9% |
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