-63.2%
XERS vs VOO
+214.5%
-277.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -4.1% |
| 7D | -12.7% | -0.8% | -11.9% | -11.7% |
| 30D | -12.2% | -1.1% | -11.2% | -10.9% |
| 3M | +7.5% | +3.9% | +3.6% | +1.0% |
| 6M | +30.0% | +13.6% | +16.4% | +6.7% |
| YTD | -5.1% | +12.7% | -17.8% | -21.4% |
| 1Y | -3.0% | +17.6% | -20.6% | -24.5% |
| 3Y | +254.8% | +77.3% | +177.4% | +46.1% |
| 5Y | +179.0% | +84.1% | +94.9% | +9.2% |
| All | -63.2% | +214.5% | -277.6% | -93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling