-68.6%
XXI vs VOO
+20.9%
-89.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -3.7% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +34.4% | +0.1% | +34.3% | +34.6% |
| 3M | -2.6% | +2.0% | -4.6% | -6.5% |
| 6M | -8.8% | +13.0% | -21.9% | -31.6% |
| YTD | -30.4% | +13.6% | -43.9% | -47.7% |
| 1Y | -68.6% | +20.1% | -88.7% | -80.3% |
| All | -68.6% | +20.9% | -89.5% | -80.3% |
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