-71.8%
XWEL vs VOO
+77.4%
-149.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.8% |
| 7D | -2.0% | -0.8% | -1.3% | -1.7% |
| 30D | -6.8% | -1.1% | -5.7% | -6.4% |
| 3M | -20.0% | +3.9% | -23.9% | -21.2% |
| 6M | -34.7% | +13.6% | -48.3% | -38.1% |
| YTD | +108.7% | +12.7% | +96.0% | +99.1% |
| 1Y | -8.6% | +17.6% | -26.2% | -12.8% |
| 3Y | -71.8% | +77.3% | -149.1% | -78.6% |
| All | -71.8% | +77.4% | -149.2% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling