+12.1%
XFIV vs VOO
+106.3%
-94.2%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | 0.0% | +0.5% | -0.5% | 0.0% |
| 30D | -0.7% | -0.9% | +0.3% | -0.6% |
| 3M | -0.2% | +3.9% | -4.1% | -0.3% |
| 6M | -1.7% | +14.5% | -16.3% | -2.1% |
| YTD | -1.0% | +13.0% | -13.9% | -1.3% |
| 1Y | -0.5% | +19.4% | -20.0% | -1.0% |
| 3Y | +12.3% | +78.9% | -66.5% | +9.3% |
| All | +12.1% | +106.3% | -94.2% | +7.6% |
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