+140.3%
XSOE vs VOO
+346.7%
-206.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | +4.1% | -1.4% | +5.5% | +5.2% |
| 3M | +3.4% | +3.7% | -0.3% | +0.7% |
| 6M | +17.3% | +13.0% | +4.2% | +7.2% |
| YTD | +24.7% | +12.4% | +12.2% | +14.6% |
| 1Y | +34.7% | +18.6% | +16.1% | +18.9% |
| 3Y | +84.7% | +78.1% | +6.6% | +18.5% |
| 5Y | +34.1% | +82.3% | -48.2% | -16.1% |
| 10Y | +138.6% | +322.5% | -184.0% | -12.6% |
| All | +140.3% | +346.7% | -206.4% | -14.2% |
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