-20.5%
XP vs VOO
+13.0%
-33.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +1.7% |
| 7D | +1.4% | -0.9% | +2.3% | +2.9% |
| 30D | -52.8% | -2.3% | -50.5% | -51.1% |
| 3M | -0.8% | -1.2% | +0.4% | +0.8% |
| 6M | -16.5% | +3.3% | -19.8% | -23.0% |
| YTD | -4.8% | +12.3% | -17.1% | -28.1% |
| 1Y | -20.5% | +12.5% | -33.0% | -40.2% |
| All | -20.5% | +13.0% | -33.5% | -40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling