+95.0%
XUSP vs VOO
+88.7%
+6.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +0.1% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -4.8% | -3.3% | -1.4% | -0.8% |
| 3M | -4.8% | -2.4% | -2.4% | -1.9% |
| 6M | +0.6% | +2.6% | -2.0% | -2.1% |
| YTD | +10.0% | +11.3% | -1.3% | -2.6% |
| 1Y | +11.9% | +13.4% | -1.5% | -3.0% |
| 3Y | +93.2% | +80.3% | +12.9% | +0.6% |
| All | +95.0% | +88.7% | +6.3% | -3.1% |
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