-97.3%
XFOR vs VOO
+82.6%
-179.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -2.7% | +0.1% | -2.7% | -2.7% |
| 3M | +0.7% | +2.0% | -1.3% | -1.5% |
| 6M | +15.4% | +13.0% | +2.4% | -0.9% |
| YTD | +1.0% | +13.6% | -12.6% | -13.9% |
| 1Y | +11.0% | +20.1% | -9.1% | -11.4% |
| 3Y | -89.6% | +77.6% | -167.2% | -94.7% |
| All | -97.3% | +82.6% | -179.9% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling