+53.8%
XYF vs VOO
+81.6%
-27.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.8% |
| 7D | -0.2% | -0.4% | +0.2% | +0.1% |
| 30D | +5.1% | -1.4% | +6.5% | +6.2% |
| 3M | +12.9% | +3.7% | +9.2% | +9.8% |
| 6M | +18.7% | +13.0% | +5.7% | +8.8% |
| YTD | +4.5% | +12.4% | -7.9% | -3.8% |
| 1Y | -57.7% | +18.6% | -76.3% | -62.5% |
| 3Y | +56.7% | +78.1% | -21.4% | +3.0% |
| 5Y | +53.8% | +82.3% | -28.5% | +6.6% |
| All | +53.8% | +81.6% | -27.8% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling