+13.5%
XSW vs VOO
+82.6%
-69.1%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.8% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | +4.9% | +0.1% | +4.8% | +4.9% |
| 3M | +15.7% | +2.0% | +13.7% | +12.6% |
| 6M | +30.0% | +13.0% | +17.0% | +9.9% |
| YTD | +8.5% | +13.6% | -5.1% | -8.7% |
| 1Y | +8.4% | +20.1% | -11.7% | -15.3% |
| 3Y | +50.2% | +77.6% | -27.4% | -30.7% |
| All | +13.5% | +82.6% | -69.1% | -48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling