-34.5%
XP vs VOO
+171.5%
-206.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.1% |
| 7D | +12.5% | +0.1% | +12.3% | +12.2% |
| 30D | +17.0% | +0.1% | +16.9% | +16.9% |
| 3M | +28.6% | +2.0% | +26.6% | +24.9% |
| 6M | -2.9% | +13.0% | -15.9% | -18.0% |
| YTD | +22.9% | +13.6% | +9.3% | +3.3% |
| 1Y | +13.5% | +20.1% | -6.6% | -11.8% |
| 3Y | -14.3% | +77.6% | -91.9% | -63.9% |
| 5Y | -54.9% | +82.4% | -137.3% | -81.6% |
| All | -34.5% | +171.5% | -206.0% | -84.5% |
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