-11.0%
XTWY vs VOO
+124.9%
-135.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -1.8% | -0.8% | -1.1% | -1.7% |
| 30D | -1.0% | -1.1% | +0.1% | -0.9% |
| 3M | -5.9% | +3.9% | -9.8% | -6.4% |
| 6M | -6.0% | +13.6% | -19.7% | -7.6% |
| YTD | -5.4% | +12.7% | -18.1% | -6.9% |
| 1Y | -8.1% | +17.6% | -25.7% | -10.0% |
| 3Y | -5.8% | +77.3% | -83.2% | -14.8% |
| All | -11.0% | +124.9% | -135.8% | -21.1% |
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