-74.5%
XLO vs VOO
+77.8%
-152.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | +0.3% | +0.5% | -0.2% | -0.1% |
| 30D | -2.8% | -0.9% | -1.9% | -2.2% |
| 3M | +16.0% | +3.9% | +12.1% | +12.5% |
| 6M | +20.1% | +14.5% | +5.5% | +8.6% |
| YTD | -0.6% | +13.0% | -13.5% | -9.1% |
| 1Y | -8.6% | +19.4% | -28.0% | -19.4% |
| All | -74.5% | +77.8% | -152.3% | -82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling