+36.9%
XMTR vs VOO
+90.0%
-53.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.3% |
| 7D | +4.1% | +2.6% | +1.5% | -0.3% |
| 30D | +25.7% | -2.0% | +27.7% | +30.6% |
| 3M | +26.6% | -2.8% | +29.4% | +34.0% |
| 6M | +38.8% | +2.2% | +36.6% | +35.6% |
| YTD | +101.1% | +11.5% | +89.6% | +71.5% |
| 1Y | +102.0% | +13.5% | +88.5% | +68.0% |
| 3Y | +622.7% | +78.1% | +544.6% | +212.6% |
| 5Y | +120.8% | +73.1% | +47.7% | +2.5% |
| All | +36.9% | +90.0% | -53.1% | -37.7% |
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