-37.2%
XP vs VOO
+168.7%
-206.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.1% |
| 7D | -4.8% | -0.4% | -4.4% | -4.2% |
| 30D | +17.5% | -1.4% | +18.9% | +20.0% |
| 3M | +23.3% | +3.7% | +19.6% | +17.0% |
| 6M | -1.2% | +13.0% | -14.3% | -16.7% |
| YTD | +17.8% | +12.4% | +5.4% | +0.6% |
| 1Y | +7.0% | +18.6% | -11.6% | -15.3% |
| 3Y | -13.0% | +78.1% | -91.1% | -63.5% |
| 5Y | -55.7% | +82.3% | -138.0% | -82.0% |
| All | -37.2% | +168.7% | -206.0% | -84.9% |
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