-94.7%
XELB vs VOO
+82.8%
-177.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.9% |
| 3M | -49.2% | +3.9% | -53.0% | -51.2% |
| 6M | -42.2% | +13.6% | -55.9% | -49.1% |
| YTD | -17.6% | +12.7% | -30.3% | -26.9% |
| 1Y | -39.1% | +17.6% | -56.6% | -47.9% |
| 3Y | -92.8% | +77.3% | -170.1% | -95.7% |
| All | -94.7% | +82.8% | -177.5% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling