+636.5%
XLV vs VOO
+810.0%
-173.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.8% |
| 7D | -3.6% | -0.8% | -2.8% | -3.0% |
| 30D | -1.8% | -1.1% | -0.8% | -1.0% |
| 3M | +7.8% | +3.9% | +3.9% | +4.4% |
| 6M | +9.1% | +13.6% | -4.5% | -1.6% |
| YTD | +7.7% | +12.7% | -5.0% | -2.3% |
| 1Y | +20.4% | +17.6% | +2.8% | +5.6% |
| 3Y | +30.8% | +77.3% | -46.6% | -18.5% |
| 5Y | +34.6% | +84.1% | -49.5% | -19.8% |
| 10Y | +173.4% | +323.5% | -150.2% | -22.6% |
| All | +636.5% | +810.0% | -173.5% | +10.7% |
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