+164.5%
XLB vs VOO
+315.3%
-150.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | -2.9% | -0.4% | -2.6% | -2.6% |
| 30D | -3.4% | -1.4% | -2.0% | -2.1% |
| 3M | +1.6% | +3.7% | -2.1% | -2.0% |
| 6M | +3.6% | +13.0% | -9.4% | -8.0% |
| YTD | +14.2% | +12.4% | +1.8% | +1.9% |
| 1Y | +15.6% | +18.6% | -3.0% | -2.1% |
| 3Y | +33.1% | +78.1% | -45.0% | -24.8% |
| 5Y | +35.1% | +82.3% | -47.2% | -25.8% |
| 10Y | +164.5% | +322.5% | -158.0% | -38.7% |
| All | +164.5% | +315.3% | -150.8% | -38.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling