+626.5%
XSVM vs VOO
+812.0%
-185.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.8% |
| 7D | +1.5% | +0.5% | +0.9% | +0.9% |
| 30D | -1.6% | -0.9% | -0.6% | -0.6% |
| 3M | +4.3% | +3.9% | +0.4% | 0.0% |
| 6M | +18.0% | +14.5% | +3.5% | +2.3% |
| YTD | +23.0% | +13.0% | +10.1% | +8.2% |
| 1Y | +23.0% | +19.4% | +3.5% | +2.0% |
| 3Y | +53.7% | +78.9% | -25.2% | -16.0% |
| 5Y | +53.4% | +82.3% | -28.9% | -18.0% |
| 10Y | +214.8% | +314.2% | -99.4% | -30.8% |
| All | +626.5% | +812.0% | -185.5% | -40.3% |
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