+12.0%
XLB vs VOO
+18.2%
-6.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.3% |
| 7D | -2.8% | -0.8% | -2.1% | -2.3% |
| 30D | -3.1% | -1.1% | -2.0% | -2.3% |
| 3M | -0.2% | +3.9% | -4.0% | -3.0% |
| 6M | +3.1% | +13.6% | -10.6% | -6.5% |
| YTD | +13.3% | +12.7% | +0.6% | +3.3% |
| 1Y | +12.0% | +17.6% | -5.5% | -2.1% |
| All | +12.0% | +18.2% | -6.2% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling