-29.2%
XPL vs VOO
+20.9%
-50.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.1% |
| 7D | -27.5% | +0.1% | -27.6% | -27.6% |
| 30D | -19.6% | +0.1% | -19.7% | -19.7% |
| 3M | -30.8% | +2.0% | -32.8% | -32.3% |
| 6M | -24.7% | +13.0% | -37.7% | -33.7% |
| YTD | -15.0% | +13.6% | -28.6% | -25.9% |
| 1Y | -29.2% | +20.1% | -49.3% | -40.8% |
| All | -29.2% | +20.9% | -50.1% | -40.8% |
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