+336.5%
XTL vs VOO
+665.7%
-329.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -0.2% | -0.6% | +0.4% | +0.6% |
| 30D | -10.6% | -3.6% | -7.0% | -6.9% |
| 3M | -14.0% | -2.7% | -11.3% | -11.3% |
| 6M | -16.8% | +2.2% | -19.0% | -18.0% |
| YTD | +21.5% | +10.9% | +10.6% | +10.7% |
| 1Y | +27.1% | +11.3% | +15.8% | +15.8% |
| 3Y | +185.7% | +76.9% | +108.8% | +68.0% |
| 5Y | +90.8% | +73.5% | +17.3% | +14.4% |
| 10Y | +218.9% | +307.7% | -88.8% | -14.6% |
| All | +336.5% | +665.7% | -329.2% | -35.6% |
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