+255.5%
XCEM vs VOO
+375.5%
-120.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +3.4% | +0.5% | +2.9% | +3.0% |
| 30D | +6.1% | -0.9% | +7.1% | +6.9% |
| 3M | +5.2% | +3.9% | +1.4% | +2.5% |
| 6M | +27.4% | +14.5% | +12.9% | +15.8% |
| YTD | +37.1% | +13.0% | +24.2% | +26.1% |
| 1Y | +55.5% | +19.4% | +36.0% | +37.2% |
| 3Y | +102.6% | +78.9% | +23.7% | +32.0% |
| 5Y | +78.1% | +82.3% | -4.2% | +13.5% |
| 10Y | +190.3% | +314.2% | -124.0% | +0.4% |
| All | +255.5% | +375.5% | -120.0% | +12.5% |
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