+903.6%
XMMO vs VOO
+812.0%
+91.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.5% |
| 7D | +3.1% | +0.5% | +2.6% | +2.5% |
| 30D | -3.9% | -0.9% | -3.0% | -3.0% |
| 3M | -5.8% | +3.9% | -9.7% | -9.4% |
| 6M | +8.4% | +14.5% | -6.2% | -5.9% |
| YTD | +12.8% | +13.0% | -0.2% | -0.6% |
| 1Y | +16.9% | +19.4% | -2.5% | -2.8% |
| 3Y | +95.7% | +78.9% | +16.9% | +6.8% |
| 5Y | +87.3% | +82.3% | +5.0% | +0.1% |
| 10Y | +418.5% | +314.2% | +104.3% | +15.1% |
| All | +903.6% | +812.0% | +91.6% | -9.2% |
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