+380.1%
XOM vs VOO
+812.0%
-431.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | -2.4% | +0.5% | -2.9% | -2.8% |
| 30D | +5.7% | -0.9% | +6.6% | +6.3% |
| 3M | +6.6% | +3.9% | +2.7% | +2.7% |
| 6M | +7.7% | +14.5% | -6.9% | -5.1% |
| YTD | +36.2% | +13.0% | +23.2% | +21.2% |
| 1Y | +50.5% | +19.4% | +31.1% | +27.3% |
| 3Y | +53.4% | +78.9% | -25.5% | -11.1% |
| 5Y | +254.2% | +82.3% | +171.9% | +97.0% |
| 10Y | +177.9% | +314.2% | -136.3% | -28.9% |
| All | +380.1% | +812.0% | -431.9% | -40.0% |
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