+39.6%
XUDV vs VOO
+28.7%
+10.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | +0.3% | +0.5% | -0.3% | -0.1% |
| 30D | +1.9% | -0.9% | +2.8% | +2.6% |
| 3M | +8.5% | +3.9% | +4.6% | +5.4% |
| 6M | +19.2% | +14.5% | +4.7% | +7.3% |
| YTD | +29.0% | +13.0% | +16.0% | +17.2% |
| 1Y | +32.0% | +19.4% | +12.6% | +14.4% |
| All | +39.6% | +28.7% | +10.9% | +11.0% |
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