+24.8%
XTN vs VOO
+81.6%
-56.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -7.4% | -1.4% | -6.0% | -5.9% |
| 3M | -11.5% | +3.7% | -15.2% | -15.2% |
| 6M | +9.3% | +13.0% | -3.8% | -5.4% |
| YTD | +12.2% | +12.4% | -0.2% | -2.1% |
| 1Y | +21.3% | +18.6% | +2.7% | -0.6% |
| 3Y | +35.3% | +78.1% | -42.7% | -30.3% |
| 5Y | +24.8% | +82.3% | -57.4% | -36.4% |
| All | +24.8% | +81.6% | -56.7% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling