-100.0%
XTIA vs VOO
+601.4%
-701.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.0% |
| 7D | +17.4% | +3.3% | +14.1% | +13.2% |
| 30D | +8.4% | -2.7% | +11.0% | +12.0% |
| 3M | -38.8% | -1.7% | -37.0% | -37.2% |
| 6M | -47.8% | +3.1% | -50.9% | -49.2% |
| YTD | -20.5% | +11.9% | -32.4% | -29.4% |
| 1Y | -34.7% | +12.1% | -46.8% | -41.9% |
| 3Y | -99.9% | +78.6% | -178.5% | -100.0% |
| 5Y | -100.0% | +73.8% | -173.8% | -100.0% |
| 10Y | -100.0% | +312.3% | -412.3% | -100.0% |
| All | -100.0% | +601.4% | -701.4% | -100.0% |
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