-9.3%
XTWY vs VOO
+125.3%
-134.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +0.6% | +0.5% | 0.0% | +0.5% |
| 30D | -0.1% | -0.9% | +0.8% | 0.0% |
| 3M | -2.4% | +3.9% | -6.3% | -2.9% |
| 6M | -6.1% | +14.5% | -20.6% | -7.7% |
| YTD | -3.6% | +13.0% | -16.6% | -5.1% |
| 1Y | -5.7% | +19.4% | -25.1% | -7.8% |
| 3Y | -4.9% | +78.9% | -83.8% | -14.1% |
| All | -9.3% | +125.3% | -134.6% | -19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling