+2,195.8%
XSD vs VOO
+795.4%
+1,400.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.4% |
| 7D | -3.2% | -0.6% | -2.6% | -1.9% |
| 30D | -16.6% | -3.6% | -12.9% | -11.0% |
| 3M | -16.1% | -2.7% | -13.4% | -11.6% |
| 6M | -20.4% | +2.2% | -22.7% | -20.9% |
| YTD | +37.2% | +10.9% | +26.3% | +22.0% |
| 1Y | +32.1% | +11.3% | +20.7% | +17.2% |
| 3Y | +139.8% | +76.9% | +62.8% | +16.9% |
| 5Y | +92.1% | +73.5% | +18.6% | +0.4% |
| 10Y | +813.1% | +307.7% | +505.4% | +62.3% |
| All | +2,195.8% | +795.4% | +1,400.4% | +51.1% |
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