+56.7%
XC vs VOO
+115.6%
-58.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +0.7% | +0.1% | +0.7% | +0.7% |
| 3M | +4.9% | +2.0% | +2.9% | +3.4% |
| 6M | +1.7% | +13.0% | -11.3% | -7.1% |
| YTD | +2.1% | +13.6% | -11.5% | -7.0% |
| 1Y | +8.7% | +20.1% | -11.4% | -5.0% |
| 3Y | +38.2% | +77.6% | -39.4% | -9.2% |
| All | +56.7% | +115.6% | -58.9% | -9.7% |
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