+81.0%
XOMX vs VOO
+20.9%
+60.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -4.1% |
| 7D | +2.9% | +0.1% | +2.8% | +3.1% |
| 30D | +10.5% | +0.1% | +10.5% | +10.8% |
| 3M | +6.8% | +2.0% | +4.8% | +10.4% |
| 6M | +6.2% | +13.0% | -6.8% | +23.6% |
| YTD | +61.9% | +13.6% | +48.4% | +87.2% |
| 1Y | +81.0% | +20.1% | +60.9% | +120.8% |
| All | +81.0% | +20.9% | +60.1% | +120.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling