+402.6%
XME vs VOO
+325.3%
+77.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.0% |
| 7D | -4.2% | -0.8% | -3.4% | -3.3% |
| 30D | -2.7% | -1.1% | -1.6% | -1.4% |
| 3M | -3.9% | +3.9% | -7.8% | -8.0% |
| 6M | -1.0% | +13.6% | -14.6% | -14.1% |
| YTD | +9.8% | +12.7% | -2.9% | -3.6% |
| 1Y | +32.5% | +17.6% | +15.0% | +11.2% |
| 3Y | +124.3% | +77.3% | +47.0% | +17.3% |
| 5Y | +165.8% | +84.1% | +81.7% | +33.5% |
| All | +402.6% | +325.3% | +77.3% | -13.4% |
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