+10.6%
XSVN vs VOO
+119.8%
-109.2%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -1.3% | -0.8% | -0.5% | -1.3% |
| 30D | -1.7% | -1.1% | -0.6% | -1.6% |
| 3M | -2.5% | +3.9% | -6.4% | -2.7% |
| 6M | -3.2% | +13.6% | -16.8% | -3.7% |
| YTD | -2.7% | +12.7% | -15.4% | -3.2% |
| 1Y | -2.5% | +17.6% | -20.1% | -3.1% |
| 3Y | +9.6% | +77.3% | -67.8% | +5.4% |
| All | +10.6% | +119.8% | -109.2% | +3.0% |
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 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