-96.0%
XLO vs VOO
+81.8%
-177.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | +8.3% | +2.0% | +6.3% | +6.2% |
| 6M | +18.0% | +13.0% | +4.9% | +5.3% |
| YTD | +0.4% | +13.6% | -13.1% | -10.8% |
| 1Y | -10.5% | +20.1% | -30.5% | -24.2% |
| 3Y | -77.8% | +77.6% | -155.4% | -87.4% |
| All | -96.0% | +81.8% | -177.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling