+47.1%
XMAR vs VOO
+103.6%
-56.5%
-7.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.1% |
| 7D | 0.0% | -0.9% | +0.9% | +0.2% |
| 30D | +0.1% | -2.3% | +2.4% | +0.8% |
| 3M | +1.5% | -1.2% | +2.6% | +1.8% |
| 6M | +3.7% | +3.3% | +0.4% | +2.5% |
| YTD | +9.8% | +12.3% | -2.5% | +5.4% |
| 1Y | +11.0% | +12.5% | -1.5% | +6.4% |
| 3Y | +36.2% | +79.2% | -43.0% | +11.7% |
| All | +47.1% | +103.6% | -56.5% | +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 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