-97.8%
XFOR vs VOO
+72.6%
-170.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | -1.9% | +2.6% | -4.5% | -5.1% |
| 30D | +27.3% | -2.0% | +29.3% | +30.7% |
| 3M | -27.3% | -2.8% | -24.5% | -24.4% |
| 6M | -26.2% | +2.2% | -28.4% | -28.0% |
| YTD | -22.0% | +11.5% | -33.5% | -31.9% |
| 1Y | -16.4% | +13.5% | -29.8% | -28.3% |
| 3Y | -86.3% | +78.1% | -164.4% | -93.1% |
| All | -97.8% | +72.6% | -170.4% | -98.8% |
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