+34.4%
XJUL vs VOO
+73.9%
-39.6%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -0.8% | -2.0% | +1.2% | +0.1% |
| 30D | -0.1% | -1.7% | +1.6% | +0.6% |
| 3M | +2.3% | +4.7% | -2.4% | +0.3% |
| 6M | +5.7% | +12.6% | -6.8% | +0.2% |
| YTD | +6.0% | +11.8% | -5.8% | +0.7% |
| 1Y | +8.6% | +17.5% | -8.9% | +0.8% |
| 3Y | +35.0% | +77.0% | -42.0% | +2.5% |
| All | +34.4% | +73.9% | -39.6% | +3.0% |
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