-43.0%
XBTY vs VOO
+18.0%
-61.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +0.8% | -0.4% | +1.1% | +1.1% |
| 30D | +3.9% | -1.4% | +5.3% | +5.2% |
| 3M | +3.4% | +3.7% | -0.4% | -0.5% |
| 6M | -3.1% | +13.0% | -16.1% | -15.3% |
| YTD | -18.5% | +12.4% | -30.9% | -28.1% |
| All | -43.0% | +18.0% | -61.0% | -52.3% |
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 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