-36.7%
XBTY vs VOO
+32.0%
-68.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.7% |
| 7D | -3.0% | +3.3% | -6.3% | -5.7% |
| 30D | -4.5% | -2.7% | -1.8% | -2.3% |
| 3M | +2.1% | -1.7% | +3.8% | +3.5% |
| 6M | -9.5% | +3.1% | -12.6% | -13.1% |
| YTD | -19.7% | +11.9% | -31.7% | -29.9% |
| 1Y | -26.8% | +12.1% | -38.9% | -36.0% |
| All | -36.7% | +32.0% | -68.8% | -53.8% |
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