-12.4%
XMPT vs VOO
+80.3%
-92.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -2.7% | -2.0% | -0.7% | -2.3% |
| 30D | -4.8% | -1.7% | -3.1% | -4.4% |
| 3M | -5.0% | +4.7% | -9.7% | -6.0% |
| 6M | -5.0% | +12.6% | -17.5% | -7.5% |
| YTD | -2.6% | +11.8% | -14.4% | -5.1% |
| 1Y | +0.2% | +17.5% | -17.3% | -3.4% |
| 3Y | +21.0% | +77.0% | -56.0% | +5.6% |
| 5Y | -12.4% | +82.6% | -95.0% | -25.2% |
| All | -12.4% | +80.3% | -92.7% | -25.2% |
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 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