+42.4%
XEMD vs VOO
+114.9%
-72.5%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -1.0% | -0.8% | -0.2% | -0.8% |
| 30D | -0.9% | -1.1% | +0.2% | -0.6% |
| 3M | -0.8% | +3.9% | -4.7% | -1.8% |
| 6M | +1.6% | +13.6% | -12.0% | -1.7% |
| YTD | +2.3% | +12.7% | -10.4% | -0.9% |
| 1Y | +5.7% | +17.6% | -11.9% | +1.3% |
| 3Y | +34.2% | +77.3% | -43.1% | +13.7% |
| All | +42.4% | +114.9% | -72.5% | +12.4% |
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