+196.4%
XCEM vs VOO
+325.3%
-128.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.9% |
| 7D | -0.3% | -0.8% | +0.5% | +0.4% |
| 30D | +3.2% | -1.1% | +4.3% | +4.1% |
| 3M | +1.1% | +3.9% | -2.8% | -1.6% |
| 6M | +22.9% | +13.6% | +9.2% | +12.3% |
| YTD | +35.9% | +12.7% | +23.2% | +25.1% |
| 1Y | +50.7% | +17.6% | +33.1% | +34.5% |
| 3Y | +98.7% | +77.3% | +21.4% | +30.3% |
| 5Y | +76.9% | +84.1% | -7.2% | +11.8% |
| All | +196.4% | +325.3% | -128.9% | +0.6% |
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