-47.4%
XES vs VOO
+810.0%
-857.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.7% |
| 7D | -0.4% | -0.8% | +0.4% | +0.7% |
| 30D | +0.5% | -1.1% | +1.6% | +1.9% |
| 3M | -0.5% | +3.9% | -4.4% | -6.1% |
| 6M | +9.2% | +13.6% | -4.4% | -9.8% |
| YTD | +49.5% | +12.7% | +36.8% | +25.0% |
| 1Y | +73.3% | +17.6% | +55.7% | +36.5% |
| 3Y | +30.2% | +77.3% | -47.1% | -42.6% |
| 5Y | +153.4% | +84.1% | +69.3% | +3.7% |
| 10Y | -20.3% | +323.5% | -343.8% | -90.0% |
| All | -47.4% | +810.0% | -857.4% | -97.9% |
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