-99.9%
XFOR vs VOO
+239.5%
-339.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.5% |
| 7D | +3.3% | +3.3% | 0.0% | -0.1% |
| 30D | +21.9% | -2.7% | +24.6% | +25.6% |
| 3M | -26.1% | -1.7% | -24.4% | -24.6% |
| 6M | -27.0% | +3.1% | -30.1% | -28.9% |
| YTD | -20.7% | +11.9% | -32.7% | -28.9% |
| 1Y | -18.1% | +12.1% | -30.2% | -26.4% |
| 3Y | -85.9% | +78.6% | -164.5% | -91.8% |
| 5Y | -97.8% | +73.8% | -171.6% | -98.7% |
| All | -99.9% | +239.5% | -339.3% | -100.0% |
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