+356.0%
XLB vs VOO
+803.9%
-447.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -0.9% |
| 7D | 0.0% | +3.3% | -3.2% | -3.2% |
| 30D | +5.3% | -2.7% | +8.0% | +8.0% |
| 3M | 0.0% | -1.7% | +1.7% | +1.5% |
| 6M | +1.2% | +3.1% | -1.9% | -2.3% |
| YTD | +16.9% | +11.9% | +5.0% | +3.6% |
| 1Y | +20.9% | +12.1% | +8.8% | +7.0% |
| 3Y | +43.3% | +78.6% | -35.3% | -22.7% |
| 5Y | +28.3% | +73.8% | -45.5% | -29.3% |
| 10Y | +165.3% | +312.3% | -147.0% | -44.8% |
| All | +356.0% | +803.9% | -447.8% | -64.2% |
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