+2,460.3%
XSD vs VOO
+817.1%
+1,643.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.3% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | -3.5% | +0.1% | -3.5% | -3.5% |
| 3M | -23.7% | +2.0% | -25.7% | -24.9% |
| 6M | +45.1% | +13.0% | +32.1% | +23.8% |
| YTD | +53.0% | +13.6% | +39.4% | +29.8% |
| 1Y | +71.8% | +20.1% | +51.7% | +35.5% |
| 3Y | +131.1% | +77.6% | +53.6% | +10.9% |
| 5Y | +141.5% | +82.4% | +59.0% | +16.6% |
| 10Y | +884.4% | +316.8% | +567.6% | +67.5% |
| All | +2,460.3% | +817.1% | +1,643.2% | +60.8% |
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 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