-30.2%
XPL vs VOO
+311.2%
-341.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.3% | -8.0% | -8.1% |
| 7D | -4.3% | +3.3% | -7.6% | -6.4% |
| 30D | -22.8% | -2.7% | -20.1% | -21.3% |
| 3M | -43.6% | -1.7% | -41.8% | -42.9% |
| 6M | -49.4% | +3.1% | -52.5% | -50.4% |
| YTD | -37.1% | +11.9% | -49.1% | -41.6% |
| 1Y | -30.2% | +12.1% | -42.2% | -35.2% |
| 3Y | -13.7% | +78.6% | -92.3% | -41.3% |
| 5Y | -17.0% | +73.8% | -90.8% | -43.1% |
| All | -30.2% | +311.2% | -341.4% | -63.3% |
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