-71.8%
XPL vs VOO
+817.1%
-888.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.0% |
| 7D | -28.0% | +0.1% | -28.2% | -28.1% |
| 30D | -20.3% | +0.1% | -20.3% | -20.3% |
| 3M | -31.4% | +2.0% | -33.4% | -32.2% |
| 6M | -25.3% | +13.0% | -38.3% | -30.8% |
| YTD | -15.7% | +13.6% | -29.3% | -22.0% |
| 1Y | -29.8% | +20.1% | -49.8% | -37.1% |
| 3Y | +1.7% | +77.6% | -75.8% | -28.4% |
| 5Y | +5.4% | +82.4% | -77.1% | -27.8% |
| 10Y | -23.4% | +316.8% | -340.2% | -65.7% |
| All | -71.8% | +817.1% | -888.9% | -90.9% |
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