-45.3%
XPER vs VOO
+77.8%
-123.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | -0.2% | +0.5% | -0.7% | -0.9% |
| 30D | -18.9% | -0.9% | -18.0% | -17.9% |
| 3M | -24.0% | +3.9% | -27.9% | -27.7% |
| 6M | -6.0% | +14.5% | -20.5% | -21.0% |
| YTD | -1.2% | +13.0% | -14.1% | -15.1% |
| 1Y | -5.5% | +19.4% | -25.0% | -24.2% |
| All | -45.3% | +77.8% | -123.1% | -75.2% |
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 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