+137.0%
XTN vs VOO
+321.7%
-184.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | -2.3% | -2.0% | -0.3% | -0.1% |
| 30D | -7.2% | -1.7% | -5.5% | -5.4% |
| 3M | -8.9% | +4.7% | -13.7% | -13.5% |
| 6M | +10.0% | +12.6% | -2.6% | -3.5% |
| YTD | +11.9% | +11.8% | +0.1% | -0.9% |
| 1Y | +21.2% | +17.5% | +3.7% | +1.5% |
| 3Y | +34.9% | +77.0% | -42.1% | -27.3% |
| 5Y | +24.6% | +82.6% | -58.0% | -34.6% |
| All | +137.0% | +321.7% | -184.7% | -50.5% |
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 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