-48.8%
XYF vs VOO
+11.8%
-60.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.2% |
| 7D | +17.0% | +3.3% | +13.8% | +12.6% |
| 30D | +9.3% | -2.7% | +12.0% | +13.1% |
| 3M | +10.6% | -1.7% | +12.3% | +13.1% |
| 6M | +20.7% | +3.1% | +17.6% | +16.3% |
| YTD | +9.7% | +11.9% | -2.3% | -7.4% |
| 1Y | -48.8% | +12.1% | -60.8% | -57.1% |
| All | -48.8% | +11.8% | -60.6% | -57.1% |
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