+28.4%
XOMO vs VOO
+76.1%
-47.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.9% |
| 7D | +3.5% | -0.8% | +4.2% | +3.6% |
| 30D | +1.2% | -1.1% | +2.3% | +1.4% |
| 3M | +9.1% | +3.9% | +5.2% | +8.1% |
| 6M | +3.7% | +13.6% | -9.9% | -0.1% |
| YTD | +23.8% | +12.7% | +11.1% | +19.6% |
| 1Y | +31.3% | +17.6% | +13.7% | +24.5% |
| 3Y | +26.1% | +77.3% | -51.2% | +6.8% |
| All | +28.4% | +76.1% | -47.7% | +9.0% |
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