+15.6%
XMPT vs VOO
+325.3%
-309.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -2.3% | -0.8% | -1.5% | -2.1% |
| 30D | -4.4% | -1.1% | -3.3% | -4.1% |
| 3M | -4.9% | +3.9% | -8.8% | -5.7% |
| 6M | -4.3% | +13.6% | -17.9% | -7.1% |
| YTD | -2.3% | +12.7% | -15.0% | -5.0% |
| 1Y | 0.0% | +17.6% | -17.5% | -3.8% |
| 3Y | +21.9% | +77.3% | -55.5% | +5.8% |
| 5Y | -12.1% | +84.1% | -96.2% | -25.0% |
| All | +15.6% | +325.3% | -309.7% | -19.7% |
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