-16.4%
XPL vs VOO
+315.3%
-331.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.4% |
| 7D | +7.0% | -0.4% | +7.4% | +7.3% |
| 30D | -19.7% | -1.4% | -18.4% | -19.0% |
| 3M | -20.8% | +3.7% | -24.5% | -22.8% |
| 6M | -27.4% | +13.0% | -40.4% | -33.1% |
| YTD | -12.9% | +12.4% | -25.3% | -19.4% |
| 1Y | -26.5% | +18.6% | -45.1% | -34.3% |
| 3Y | +3.4% | +78.1% | -74.7% | -29.3% |
| 5Y | +13.0% | +82.3% | -69.3% | -24.9% |
| 10Y | -16.4% | +322.5% | -339.0% | -56.0% |
| All | -16.4% | +315.3% | -331.8% | -56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling