-10.0%
XP vs VOO
+80.9%
-90.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +12.5% | +0.1% | +12.3% | +12.3% |
| 30D | +17.0% | +0.1% | +16.9% | +16.9% |
| 3M | +28.6% | +2.0% | +26.6% | +25.8% |
| 6M | -2.9% | +13.0% | -15.9% | -14.9% |
| YTD | +22.9% | +13.6% | +9.3% | +7.4% |
| 1Y | +13.5% | +20.1% | -6.6% | -5.7% |
| All | -10.0% | +80.9% | -90.9% | -52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling