-96.0%
XLO vs VOO
+80.0%
-176.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.1% |
| 7D | +1.5% | -0.4% | +1.8% | +1.8% |
| 30D | -2.5% | -1.4% | -1.1% | -1.3% |
| 3M | +13.5% | +3.7% | +9.8% | +9.5% |
| 6M | +18.7% | +13.0% | +5.6% | +5.9% |
| YTD | +0.1% | +12.4% | -12.3% | -10.3% |
| 1Y | -14.6% | +18.6% | -33.2% | -26.9% |
| 3Y | -76.0% | +78.1% | -154.1% | -86.4% |
| All | -96.0% | +80.0% | -176.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling