-96.0%
XLO vs VOO
+80.4%
-176.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | -0.8% | -0.8% | 0.0% | -0.1% |
| 30D | -1.3% | -1.1% | -0.3% | -0.4% |
| 3M | +11.8% | +3.9% | +7.9% | +7.7% |
| 6M | +18.1% | +13.6% | +4.5% | +4.9% |
| YTD | -0.3% | +12.7% | -13.0% | -10.9% |
| 1Y | -12.6% | +17.6% | -30.2% | -24.6% |
| 3Y | -74.5% | +77.3% | -151.8% | -85.4% |
| All | -96.0% | +80.4% | -176.5% | -97.8% |
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 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