+46.7%
XMAR vs VOO
+101.8%
-55.0%
-7.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.6% | 0.0% |
| 7D | +0.2% | +0.1% | +0.2% | +0.2% |
| 30D | -0.2% | -3.3% | +3.1% | +0.9% |
| 3M | +1.2% | -2.4% | +3.6% | +1.9% |
| 6M | +3.4% | +2.6% | +0.8% | +2.4% |
| YTD | +9.5% | +11.3% | -1.7% | +5.4% |
| 1Y | +11.1% | +13.4% | -2.4% | +6.2% |
| 3Y | +36.5% | +80.3% | -43.8% | +11.8% |
| All | +46.7% | +101.8% | -55.0% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling