-35.6%
XBTY vs VOO
+33.2%
-68.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.7% |
| 7D | +1.5% | +0.5% | +1.0% | +1.0% |
| 30D | +3.7% | -0.9% | +4.7% | +4.7% |
| 3M | +2.2% | +3.9% | -1.7% | -2.1% |
| 6M | -1.8% | +14.5% | -16.3% | -16.5% |
| YTD | -18.3% | +13.0% | -31.3% | -29.1% |
| 1Y | -42.4% | +19.4% | -61.8% | -53.4% |
| All | -35.6% | +33.2% | -68.8% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling