+52.3%
XTOC vs VOO
+89.3%
-36.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | +0.6% | -1.4% | +2.0% | +1.7% |
| 3M | +4.0% | +3.7% | +0.3% | +0.8% |
| 6M | +10.9% | +13.0% | -2.1% | +0.2% |
| YTD | +10.7% | +12.4% | -1.7% | +0.4% |
| 1Y | +14.1% | +18.6% | -4.5% | -1.0% |
| 3Y | +51.0% | +78.1% | -27.0% | -6.9% |
| All | +52.3% | +89.3% | -36.9% | -11.5% |
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