-76.6%
XPL vs VOO
+777.9%
-854.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.2% | +6.3% |
| 7D | +2.1% | -2.7% | +4.8% | +3.8% |
| 30D | -12.5% | -5.4% | -7.1% | -9.4% |
| 3M | -33.8% | -4.1% | -29.7% | -32.0% |
| 6M | -42.4% | +0.7% | -43.1% | -42.5% |
| YTD | -30.0% | +8.7% | -38.7% | -33.4% |
| 1Y | -21.0% | +11.0% | -31.9% | -25.6% |
| 3Y | -3.9% | +75.5% | -79.4% | -31.7% |
| 5Y | -7.5% | +68.4% | -75.9% | -33.3% |
| 10Y | -27.9% | +315.7% | -343.6% | -67.4% |
| All | -76.6% | +777.9% | -854.4% | -92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling