-22.6%
XPL vs VOO
+12.4%
-35.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.4% | -4.4% |
| 7D | -2.0% | +0.1% | -2.1% | -2.4% |
| 30D | -15.8% | -3.3% | -12.5% | -12.6% |
| 3M | -37.7% | -2.4% | -35.3% | -36.0% |
| 6M | -42.9% | +2.6% | -45.5% | -44.1% |
| YTD | -31.4% | +11.3% | -42.7% | -37.8% |
| All | -22.6% | +12.4% | -35.0% | -30.1% |
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