-6.9%
XELLL vs VOO
+14.8%
-21.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | -3.1% | -1.4% | -1.8% | -2.9% |
| 3M | -5.1% | +3.7% | -8.8% | -5.7% |
| 6M | -7.7% | +13.0% | -20.7% | -9.5% |
| YTD | -6.6% | +12.4% | -19.1% | -8.4% |
| All | -6.9% | +14.8% | -21.7% | -8.8% |
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 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