-8.1%
XELLL vs VOO
+14.1%
-22.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -1.8% | -2.0% | +0.2% | -1.4% |
| 30D | -4.2% | -1.7% | -2.5% | -3.9% |
| 3M | -5.7% | +4.7% | -10.4% | -6.4% |
| 6M | -9.0% | +12.6% | -21.6% | -10.7% |
| YTD | -7.8% | +11.8% | -19.5% | -9.4% |
| All | -8.1% | +14.1% | -22.1% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling