+111.7%
XME vs VOO
+72.6%
+39.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | +0.3% | +2.6% | -2.3% | -2.7% |
| 30D | -6.1% | -2.0% | -4.1% | -3.6% |
| 3M | -18.6% | -2.8% | -15.9% | -15.5% |
| 6M | -23.9% | +2.2% | -26.1% | -25.2% |
| YTD | -9.3% | +11.5% | -20.9% | -19.3% |
| 1Y | +1.8% | +13.5% | -11.7% | -11.1% |
| 3Y | +93.0% | +78.1% | +14.9% | +0.9% |
| All | +111.7% | +72.6% | +39.1% | +11.1% |
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