-8.8%
XELLL vs VOO
+14.6%
-23.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | -1.1% | -0.9% | -0.2% | -1.0% |
| 30D | +3.9% | -2.3% | +6.3% | +4.3% |
| 3M | -4.9% | -1.2% | -3.8% | -4.8% |
| 6M | -9.7% | +3.3% | -13.0% | -10.3% |
| YTD | -8.5% | +12.3% | -20.8% | -10.3% |
| 1Y | -8.8% | +12.5% | -21.3% | -10.5% |
| All | -8.8% | +14.6% | -23.4% | -10.7% |
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