+128.8%
XLP vs VOO
+317.9%
-189.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -0.3% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +8.9% | -3.3% | +12.3% | +10.7% |
| 3M | +7.5% | -2.4% | +9.9% | +8.7% |
| 6M | +9.4% | +2.6% | +6.8% | +7.4% |
| YTD | +19.3% | +11.3% | +8.0% | +11.6% |
| 1Y | +21.7% | +13.4% | +8.3% | +12.6% |
| 3Y | +44.0% | +80.3% | -36.3% | -0.4% |
| 5Y | +42.8% | +72.7% | -29.9% | +0.2% |
| 10Y | +128.8% | +310.0% | -181.2% | -11.3% |
| All | +128.8% | +317.9% | -189.1% | -11.3% |
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