-77.6%
XRX vs VOO
+82.8%
-160.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.4% | +7.0% |
| 7D | +3.3% | -0.8% | +4.1% | +4.5% |
| 30D | +9.2% | -1.1% | +10.3% | +11.0% |
| 3M | -0.4% | +3.9% | -4.3% | -5.2% |
| 6M | +101.5% | +13.6% | +87.9% | +71.5% |
| YTD | +48.8% | +12.7% | +36.1% | +28.6% |
| 1Y | -3.1% | +17.6% | -20.7% | -19.9% |
| 3Y | -75.3% | +77.3% | -152.7% | -87.3% |
| All | -77.6% | +82.8% | -160.5% | -88.8% |
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 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