-98.7%
XOS vs VOO
+72.6%
-171.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.3% | -0.4% | -25.0% | -24.9% |
| 7D | -29.6% | +2.6% | -32.2% | -31.4% |
| 30D | -42.0% | -2.0% | -40.0% | -40.6% |
| 3M | -33.7% | -2.8% | -31.0% | -31.9% |
| 6M | -15.8% | +2.2% | -17.9% | -18.3% |
| YTD | -5.5% | +11.5% | -17.0% | -17.2% |
| 1Y | -32.1% | +13.5% | -45.6% | -41.7% |
| 3Y | -86.1% | +78.1% | -164.2% | -93.2% |
| All | -98.7% | +72.6% | -171.3% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling