+285.1%
XT vs VOO
+345.7%
-60.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -0.3% | +0.1% | -0.5% | -0.5% |
| 30D | +0.5% | +0.1% | +0.4% | +0.5% |
| 3M | -1.4% | +2.0% | -3.4% | -3.2% |
| 6M | +15.7% | +13.0% | +2.7% | +2.4% |
| YTD | +18.6% | +13.6% | +5.1% | +4.5% |
| 1Y | +31.2% | +20.1% | +11.1% | +9.3% |
| 3Y | +61.9% | +77.6% | -15.6% | -8.9% |
| 5Y | +37.2% | +82.4% | -45.2% | -24.4% |
| 10Y | +269.5% | +316.8% | -47.4% | -10.4% |
| All | +285.1% | +345.7% | -60.6% | -12.6% |
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 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