-96.4%
XLO vs VOO
+78.5%
-174.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.7% |
| 7D | -6.3% | +2.6% | -8.9% | -8.4% |
| 30D | -9.3% | -2.0% | -7.3% | -7.6% |
| 3M | -10.4% | -2.8% | -7.6% | -8.1% |
| 6M | +4.1% | +2.2% | +1.9% | +2.0% |
| YTD | -9.9% | +11.5% | -21.4% | -18.7% |
| 1Y | -17.8% | +13.5% | -31.3% | -27.0% |
| 3Y | -59.1% | +78.1% | -137.2% | -76.8% |
| 5Y | -97.4% | +73.1% | -170.5% | -98.4% |
| All | -96.4% | +78.5% | -174.9% | -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 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