+110.1%
XOMX vs VOO
+43.6%
+66.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +1.3% |
| 7D | +8.2% | -0.8% | +9.0% | +7.6% |
| 30D | +8.1% | -1.1% | +9.2% | +7.4% |
| 3M | +24.9% | +3.9% | +21.0% | +28.6% |
| 6M | +12.4% | +13.6% | -1.3% | +21.6% |
| YTD | +75.2% | +12.7% | +62.5% | +89.4% |
| 1Y | +97.1% | +17.6% | +79.5% | +109.7% |
| All | +110.1% | +43.6% | +66.6% | +87.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling