-11.1%
XTWY vs VOO
+123.0%
-134.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -1.8% | -2.0% | +0.2% | -1.5% |
| 30D | -1.3% | -1.7% | +0.4% | -1.1% |
| 3M | -4.7% | +4.7% | -9.4% | -5.2% |
| 6M | -7.7% | +12.6% | -20.3% | -9.1% |
| YTD | -5.6% | +11.8% | -17.4% | -6.9% |
| 1Y | -7.6% | +17.5% | -25.1% | -9.5% |
| 3Y | -6.9% | +77.0% | -83.9% | -15.7% |
| All | -11.1% | +123.0% | -134.1% | -21.2% |
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