+31.8%
XES vs VOO
+77.0%
-45.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.7% |
| 7D | -1.4% | -0.4% | -1.1% | -1.1% |
| 30D | +2.8% | -1.4% | +4.2% | +4.4% |
| 3M | +2.6% | +3.7% | -1.1% | -2.1% |
| 6M | +12.1% | +13.0% | -0.9% | -4.0% |
| YTD | +51.3% | +12.4% | +38.9% | +30.5% |
| 1Y | +81.2% | +18.6% | +62.6% | +46.0% |
| All | +31.8% | +77.0% | -45.2% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling