+12.4%
XOMX vs VOO
+13.4%
-1.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +2.4% |
| 7D | +8.2% | -0.8% | +9.0% | +6.5% |
| 30D | +8.1% | -1.1% | +9.2% | +6.1% |
| 3M | +24.9% | +3.9% | +21.0% | +35.8% |
| 6M | +12.4% | +13.6% | -1.3% | +53.1% |
| All | +12.4% | +13.4% | -1.1% | +53.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling