+124.8%
XRT vs VOO
+315.3%
-190.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | -2.4% | -0.4% | -2.0% | -2.0% |
| 30D | -6.9% | -1.4% | -5.6% | -5.6% |
| 3M | -0.4% | +3.7% | -4.1% | -4.4% |
| 6M | +2.2% | +13.0% | -10.8% | -10.5% |
| YTD | -0.7% | +12.4% | -13.1% | -12.5% |
| 1Y | -2.0% | +18.6% | -20.6% | -18.4% |
| 3Y | +41.0% | +78.1% | -37.0% | -23.9% |
| 5Y | -3.3% | +82.3% | -85.6% | -48.3% |
| 10Y | +124.8% | +322.5% | -197.7% | -49.8% |
| All | +124.8% | +315.3% | -190.5% | -49.8% |
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