+78.3%
XMPT vs VOO
+663.2%
-584.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -1.7% | +0.1% | -1.8% | -1.8% |
| 3M | -1.9% | +2.0% | -3.9% | -2.3% |
| 6M | -3.0% | +13.0% | -16.0% | -5.2% |
| YTD | 0.0% | +13.6% | -13.6% | -2.4% |
| 1Y | +6.4% | +20.1% | -13.6% | +2.8% |
| 3Y | +22.1% | +77.6% | -55.4% | +9.5% |
| 5Y | -10.5% | +82.4% | -92.9% | -20.6% |
| 10Y | +16.0% | +316.8% | -300.9% | -8.5% |
| All | +78.3% | +663.2% | -584.8% | +35.7% |
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 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