-96.3%
XLO vs VOO
+79.2%
-175.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.4% |
| 7D | -3.1% | +3.3% | -6.3% | -5.8% |
| 30D | -10.6% | -2.7% | -7.9% | -8.3% |
| 3M | -9.0% | -1.7% | -7.2% | -7.5% |
| 6M | +6.6% | +3.1% | +3.5% | +3.6% |
| YTD | -8.0% | +11.9% | -20.0% | -17.3% |
| 1Y | -23.9% | +12.1% | -35.9% | -31.5% |
| 3Y | -58.8% | +78.6% | -137.4% | -76.7% |
| 5Y | -97.3% | +73.8% | -171.1% | -98.4% |
| All | -96.3% | +79.2% | -175.5% | -98.0% |
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