+45.7%
XMAR vs VOO
+103.9%
-58.2%
-7.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | 0.0% | -0.4% | +0.3% | +0.1% |
| 30D | +0.5% | -1.4% | +1.9% | +0.9% |
| 3M | +2.4% | +3.7% | -1.3% | +1.2% |
| 6M | +7.7% | +13.0% | -5.3% | +3.3% |
| YTD | +8.8% | +12.4% | -3.7% | +4.4% |
| 1Y | +11.3% | +18.6% | -7.3% | +4.8% |
| 3Y | +36.3% | +78.1% | -41.8% | +11.9% |
| All | +45.7% | +103.9% | -58.2% | +14.7% |
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 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