+15.3%
XTRE vs VOO
+124.3%
-109.0%
-2.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.1% |
| 7D | -0.1% | -0.4% | +0.2% | -0.1% |
| 30D | -0.2% | -1.4% | +1.1% | -0.2% |
| 3M | +0.1% | +3.7% | -3.6% | +0.1% |
| 6M | -0.7% | +13.0% | -13.7% | -0.7% |
| YTD | -0.1% | +12.4% | -12.5% | 0.0% |
| 1Y | +0.9% | +18.6% | -17.6% | +1.0% |
| 3Y | +12.8% | +78.1% | -65.2% | +12.4% |
| All | +15.3% | +124.3% | -109.0% | +14.2% |
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 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