+31.7%
XT vs VOO
+67.9%
-36.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.2% |
| 7D | -4.5% | -2.7% | -1.7% | -1.4% |
| 30D | -6.0% | -5.4% | -0.7% | +0.2% |
| 3M | -2.4% | -4.1% | +1.7% | +2.5% |
| 6M | +1.8% | +0.7% | +1.0% | +1.3% |
| YTD | +14.9% | +8.7% | +6.1% | +4.9% |
| 1Y | +17.0% | +11.0% | +6.0% | +4.5% |
| 3Y | +69.7% | +75.5% | -5.7% | -9.9% |
| All | +31.7% | +67.9% | -36.2% | -26.5% |
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