+124.0%
XJR vs VOO
+159.3%
-35.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -3.0% | +0.1% | -3.1% | -3.1% |
| 3M | +3.7% | +2.0% | +1.7% | +1.5% |
| 6M | +12.8% | +13.0% | -0.2% | -0.7% |
| YTD | +20.8% | +13.6% | +7.2% | +5.9% |
| 1Y | +20.9% | +20.1% | +0.9% | +0.1% |
| 3Y | +48.9% | +77.6% | -28.7% | -17.0% |
| 5Y | +37.3% | +82.4% | -45.2% | -25.5% |
| All | +124.0% | +159.3% | -35.3% | -12.2% |
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