-35.1%
XIFR vs VOO
+381.6%
-416.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.4% |
| 7D | +4.4% | +0.5% | +3.9% | +3.9% |
| 30D | +7.1% | -0.9% | +8.0% | +8.0% |
| 3M | +4.7% | +3.9% | +0.8% | +1.0% |
| 6M | +23.5% | +14.5% | +8.9% | +9.0% |
| YTD | +22.5% | +13.0% | +9.5% | +9.7% |
| 1Y | +22.6% | +19.4% | +3.2% | +4.4% |
| 3Y | -69.7% | +78.9% | -148.6% | -82.2% |
| 5Y | -80.0% | +82.3% | -162.3% | -88.6% |
| 10Y | -36.8% | +314.2% | -351.0% | -84.5% |
| All | -35.1% | +381.6% | -416.8% | -86.5% |
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 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