+9.5%
XUSP vs VOO
+12.4%
-2.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | -0.2% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -4.8% | -3.3% | -1.4% | -0.3% |
| 3M | -4.8% | -2.4% | -2.4% | -1.6% |
| 6M | +0.6% | +2.6% | -2.0% | -2.5% |
| YTD | +10.0% | +11.3% | -1.3% | -3.8% |
| All | +9.5% | +12.4% | -2.9% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling