+588.5%
XMVM vs VOO
+777.9%
-189.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | -2.8% | -2.7% | -0.1% | -0.2% |
| 30D | +1.9% | -5.4% | +7.3% | +7.6% |
| 3M | -2.3% | -4.1% | +1.8% | +1.6% |
| 6M | +4.5% | +0.7% | +3.8% | +3.1% |
| YTD | +14.3% | +8.7% | +5.6% | +4.0% |
| 1Y | +23.1% | +11.0% | +12.1% | +9.6% |
| 3Y | +69.5% | +75.5% | -6.0% | -5.9% |
| 5Y | +61.0% | +68.4% | -7.3% | -6.5% |
| 10Y | +215.4% | +315.7% | -100.3% | -25.9% |
| All | +588.5% | +777.9% | -189.3% | -28.3% |
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