+147.6%
XVV vs VOO
+157.3%
-9.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.1% |
| 30D | -1.1% | -1.1% | 0.0% | 0.0% |
| 3M | +4.4% | +3.9% | +0.5% | +0.4% |
| 6M | +14.1% | +13.6% | +0.5% | +0.1% |
| YTD | +11.5% | +12.7% | -1.2% | -1.4% |
| 1Y | +15.9% | +17.6% | -1.7% | -1.9% |
| 3Y | +76.8% | +77.3% | -0.5% | -1.5% |
| 5Y | +80.2% | +84.1% | -3.9% | -3.2% |
| All | +147.6% | +157.3% | -9.7% | -3.6% |
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