-99.0%
XOS vs VOO
+127.4%
-226.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.1% |
| 7D | -9.2% | +0.1% | -9.3% | -9.3% |
| 30D | +3.4% | +0.1% | +3.3% | +2.7% |
| 3M | -42.2% | +2.0% | -44.2% | -43.5% |
| 6M | +44.5% | +13.0% | +31.5% | +25.0% |
| YTD | +68.5% | +13.6% | +54.9% | +45.4% |
| 1Y | +32.6% | +20.1% | +12.5% | +7.9% |
| 3Y | -62.9% | +77.6% | -140.5% | -80.9% |
| 5Y | -98.7% | +82.4% | -181.1% | -99.3% |
| All | -99.0% | +127.4% | -226.4% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling