-81.0%
XYF vs VOO
+197.4%
-278.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.7% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | +5.1% | -1.4% | +6.5% | +5.8% |
| 3M | +12.9% | +3.7% | +9.2% | +11.1% |
| 6M | +18.7% | +13.0% | +5.7% | +12.7% |
| YTD | +4.5% | +12.4% | -7.9% | -0.5% |
| 1Y | -57.7% | +18.6% | -76.3% | -60.6% |
| 3Y | +56.7% | +78.1% | -21.4% | +24.1% |
| 5Y | +53.8% | +82.3% | -28.5% | +20.5% |
| All | -81.0% | +197.4% | -278.5% | -86.0% |
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 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