+22.3%
XMTR vs VOO
+81.6%
-59.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -7.0% | -6.6% |
| 7D | -7.2% | -0.4% | -6.8% | -6.6% |
| 30D | -5.5% | -1.4% | -4.1% | -2.9% |
| 3M | +5.6% | +3.7% | +1.9% | -0.3% |
| 6M | +95.3% | +13.0% | +82.3% | +60.8% |
| YTD | +43.9% | +12.4% | +31.5% | +19.9% |
| 1Y | +71.7% | +18.6% | +53.1% | +31.3% |
| 3Y | +341.6% | +78.1% | +263.6% | +86.3% |
| 5Y | +22.3% | +82.3% | -60.0% | -47.5% |
| All | +22.3% | +81.6% | -59.3% | -47.5% |
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