+135.4%
XLP vs VOO
+306.9%
-171.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +2.3% | -0.6% | +2.9% | +2.6% |
| 30D | +9.1% | -3.6% | +12.8% | +11.1% |
| 3M | +7.9% | -2.7% | +10.6% | +9.2% |
| 6M | +9.6% | +2.2% | +7.4% | +7.7% |
| YTD | +19.4% | +10.9% | +8.5% | +12.0% |
| 1Y | +22.4% | +11.3% | +11.0% | +14.4% |
| 3Y | +43.2% | +76.9% | -33.7% | +0.2% |
| 5Y | +42.6% | +73.5% | -30.9% | -0.3% |
| 10Y | +135.4% | +307.7% | -172.3% | -9.1% |
| All | +135.4% | +306.9% | -171.5% | -9.1% |
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