-99.5%
XXII vs VOO
+20.9%
-120.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.8% | +8.1% |
| 7D | -21.7% | +0.1% | -21.8% | -21.9% |
| 30D | -43.8% | +0.1% | -43.9% | -44.0% |
| 3M | -76.4% | +2.0% | -78.4% | -77.2% |
| 6M | -96.9% | +13.0% | -110.0% | -97.4% |
| YTD | -98.9% | +13.6% | -112.5% | -99.1% |
| 1Y | -99.5% | +20.1% | -119.6% | -99.4% |
| All | -99.5% | +20.9% | -120.4% | -99.4% |
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