+44.3%
XDEC vs VOO
+78.8%
-34.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.1% |
| 7D | +0.1% | -0.4% | +0.4% | +0.2% |
| 30D | +0.4% | -1.4% | +1.7% | +1.0% |
| 3M | +2.7% | +3.7% | -1.0% | +0.9% |
| 6M | +6.7% | +13.0% | -6.4% | +0.7% |
| YTD | +6.6% | +12.4% | -5.8% | +0.9% |
| 1Y | +9.6% | +18.6% | -9.0% | +1.1% |
| 3Y | +31.9% | +78.1% | -46.2% | -0.5% |
| All | +44.3% | +78.8% | -34.5% | +7.2% |
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 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