+264.7%
XPO vs VOO
+80.3%
+184.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | -1.3% | -2.0% | +0.6% | +1.8% |
| 30D | -10.4% | -1.7% | -8.7% | -7.9% |
| 3M | -15.7% | +4.7% | -20.4% | -21.9% |
| 6M | -6.3% | +12.6% | -18.9% | -22.7% |
| YTD | +34.2% | +11.8% | +22.4% | +12.5% |
| 1Y | +39.9% | +17.5% | +22.4% | +7.9% |
| 3Y | +155.2% | +77.0% | +78.3% | +3.9% |
| 5Y | +264.7% | +82.6% | +182.1% | +43.4% |
| All | +264.7% | +80.3% | +184.4% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling