-70.2%
XOS vs VOO
+77.8%
-148.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.0% |
| 7D | -9.2% | +0.1% | -9.3% | -9.3% |
| 30D | +3.4% | +0.1% | +3.3% | +2.8% |
| 3M | -42.2% | +2.0% | -44.2% | -43.2% |
| 6M | +44.5% | +13.0% | +31.5% | +26.7% |
| YTD | +68.5% | +13.6% | +54.9% | +47.4% |
| 1Y | +32.6% | +20.1% | +12.5% | +10.3% |
| All | -70.2% | +77.8% | -148.0% | -85.1% |
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 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