+262.0%
XTL vs VOO
+321.7%
-59.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -1.0% | -2.0% | +1.0% | +1.0% |
| 30D | -4.8% | -1.7% | -3.1% | -3.1% |
| 3M | -6.2% | +4.7% | -11.0% | -10.4% |
| 6M | +8.7% | +12.6% | -3.8% | -3.1% |
| YTD | +35.6% | +11.8% | +23.9% | +21.9% |
| 1Y | +51.6% | +17.5% | +34.1% | +30.2% |
| 3Y | +188.0% | +77.0% | +111.0% | +67.1% |
| 5Y | +117.0% | +82.6% | +34.5% | +22.4% |
| All | +262.0% | +321.7% | -59.7% | -11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling