+548.1%
XLF vs VOO
+812.0%
-263.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | +0.2% | +0.5% | -0.4% | -0.4% |
| 30D | -0.5% | -0.9% | +0.4% | +0.5% |
| 3M | +10.6% | +3.9% | +6.8% | +5.9% |
| 6M | +14.3% | +14.5% | -0.3% | -2.0% |
| YTD | +5.5% | +13.0% | -7.4% | -8.1% |
| 1Y | +9.6% | +19.4% | -9.9% | -10.4% |
| 3Y | +75.2% | +78.9% | -3.7% | -9.7% |
| 5Y | +65.5% | +82.3% | -16.7% | -17.3% |
| 10Y | +246.4% | +314.2% | -67.8% | -35.1% |
| All | +548.1% | +812.0% | -263.8% | -57.7% |
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 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