-98.2%
XELB vs VOO
+325.3%
-423.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.3% |
| 7D | -2.2% | -0.8% | -1.5% | -1.5% |
| 30D | -12.8% | -1.1% | -11.7% | -12.0% |
| 3M | -49.2% | +3.9% | -53.0% | -51.0% |
| 6M | -42.2% | +13.6% | -55.9% | -48.6% |
| YTD | -17.6% | +12.7% | -30.3% | -26.3% |
| 1Y | -39.1% | +17.6% | -56.6% | -47.3% |
| 3Y | -92.8% | +77.3% | -170.1% | -95.7% |
| 5Y | -94.8% | +84.1% | -178.9% | -96.9% |
| All | -98.2% | +325.3% | -423.5% | -99.2% |
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