+141.7%
XOVR vs VOO
+239.7%
-97.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -0.2% | -0.4% | +0.1% | +0.2% |
| 30D | +1.8% | -1.4% | +3.2% | +3.5% |
| 3M | +3.6% | +3.7% | -0.1% | -0.3% |
| 6M | +16.2% | +13.0% | +3.2% | +1.7% |
| YTD | +2.2% | +12.4% | -10.3% | -10.0% |
| 1Y | +0.9% | +18.6% | -17.7% | -16.1% |
| 3Y | +69.0% | +78.1% | -9.1% | -8.4% |
| 5Y | +24.6% | +82.3% | -57.6% | -32.9% |
| All | +141.7% | +239.7% | -97.9% | -28.5% |
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