+7.6%
XLKI vs VOO
+14.7%
-7.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -2.0% |
| 7D | -9.0% | -0.7% | -8.2% | -7.9% |
| 30D | -12.1% | -1.1% | -11.1% | -10.7% |
| 3M | -7.8% | -0.3% | -7.4% | -7.2% |
| 6M | -2.0% | +7.4% | -9.3% | -10.4% |
| YTD | +7.4% | +13.4% | -6.0% | -8.5% |
| 1Y | +7.6% | +14.8% | -7.2% | -9.8% |
| All | +7.6% | +14.7% | -7.0% | -9.8% |
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