+5.9%
XMTR vs VOO
+93.5%
-87.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | +0.1% |
| 7D | -1.7% | +0.1% | -1.8% | -1.9% |
| 30D | +0.2% | +0.1% | +0.1% | +0.4% |
| 3M | +11.9% | +2.0% | +9.9% | +8.7% |
| 6M | +106.9% | +13.0% | +93.9% | +70.7% |
| YTD | +55.6% | +13.6% | +42.0% | +27.7% |
| 1Y | +88.2% | +20.1% | +68.1% | +41.5% |
| 3Y | +356.3% | +77.6% | +278.7% | +96.3% |
| 5Y | +29.1% | +82.4% | -53.3% | -44.9% |
| All | +5.9% | +93.5% | -87.6% | -53.6% |
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