-33.3%
XWEL vs VOO
+14.7%
-48.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +1.6% | -10.7% | -11.9% |
| 7D | -20.0% | -0.7% | -19.3% | -19.1% |
| 30D | -26.8% | -1.1% | -25.8% | -25.5% |
| 3M | -42.3% | -0.3% | -42.0% | -42.1% |
| 6M | -54.9% | +7.4% | -62.2% | -62.7% |
| YTD | +30.4% | +13.4% | +17.1% | -2.0% |
| 1Y | -33.3% | +14.8% | -48.1% | -50.0% |
| All | -33.3% | +14.7% | -48.0% | -50.0% |
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 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