+147.5%
XSD vs VOO
+81.6%
+65.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.8% |
| 7D | +3.9% | -0.4% | +4.2% | +4.5% |
| 30D | -5.7% | -1.4% | -4.3% | -3.2% |
| 3M | -14.1% | +3.7% | -17.8% | -18.8% |
| 6M | +49.8% | +13.0% | +36.8% | +22.6% |
| YTD | +54.3% | +12.4% | +41.8% | +27.7% |
| 1Y | +68.8% | +18.6% | +50.3% | +28.1% |
| 3Y | +145.9% | +78.1% | +67.9% | -1.3% |
| 5Y | +147.5% | +82.3% | +65.2% | +4.0% |
| All | +147.5% | +81.6% | +65.9% | +4.0% |
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