-99.2%
XOS vs VOO
+122.8%
-222.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -4.4% |
| 7D | -11.9% | +0.1% | -11.9% | -11.7% |
| 30D | -25.9% | -3.3% | -22.5% | -23.1% |
| 3M | -13.5% | -2.4% | -11.1% | -11.7% |
| 6M | +29.3% | +2.6% | +26.7% | +24.9% |
| YTD | +31.5% | +11.3% | +20.2% | +16.1% |
| 1Y | -1.7% | +13.4% | -15.1% | -15.0% |
| 3Y | -69.0% | +80.3% | -149.3% | -84.3% |
| 5Y | -98.4% | +72.7% | -171.1% | -99.1% |
| All | -99.2% | +122.8% | -222.0% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling