-80.3%
XMAX vs VOO
+325.3%
-405.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.4% |
| 7D | -0.9% | -0.8% | -0.2% | -0.5% |
| 30D | -4.0% | -1.1% | -3.0% | -3.4% |
| 3M | -0.9% | +3.9% | -4.8% | -3.1% |
| 6M | +37.2% | +13.6% | +23.6% | +27.0% |
| YTD | +42.5% | +12.7% | +29.8% | +32.3% |
| 1Y | +72.7% | +17.6% | +55.1% | +56.3% |
| 3Y | +206.5% | +77.3% | +129.1% | +112.4% |
| 5Y | -24.3% | +84.1% | -108.5% | -49.0% |
| All | -80.3% | +325.3% | -405.6% | -92.8% |
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 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