-51.2%
XP vs VOO
+165.1%
-216.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -3.8% |
| 7D | +1.6% | -0.6% | +2.2% | +2.4% |
| 30D | -54.1% | -3.6% | -50.4% | -51.9% |
| 3M | -8.6% | -2.7% | -5.9% | -5.4% |
| 6M | -21.8% | +2.2% | -24.0% | -24.7% |
| YTD | -8.4% | +10.9% | -19.3% | -20.7% |
| 1Y | -20.0% | +11.3% | -31.3% | -31.0% |
| 3Y | -26.6% | +76.9% | -103.5% | -69.2% |
| 5Y | -49.0% | +73.5% | -122.5% | -77.6% |
| All | -51.2% | +165.1% | -216.3% | -88.1% |
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 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