+190.0%
XME vs VOO
+812.0%
-622.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.8% |
| 7D | +3.6% | +0.5% | +3.1% | +2.9% |
| 30D | +3.6% | -0.9% | +4.6% | +4.9% |
| 3M | +1.2% | +3.9% | -2.7% | -3.3% |
| 6M | +9.0% | +14.5% | -5.5% | -7.4% |
| YTD | +15.9% | +13.0% | +3.0% | +0.4% |
| 1Y | +43.2% | +19.4% | +23.8% | +16.0% |
| 3Y | +137.4% | +78.9% | +58.5% | +15.5% |
| 5Y | +185.0% | +82.3% | +102.8% | +35.6% |
| 10Y | +409.5% | +314.2% | +95.3% | -20.3% |
| All | +190.0% | +812.0% | -622.0% | -86.6% |
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