+41.3%
XYF vs VOO
+74.6%
-33.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.1% |
| 7D | +17.0% | +3.3% | +13.8% | +14.2% |
| 30D | +9.3% | -2.7% | +12.0% | +11.7% |
| 3M | +10.6% | -1.7% | +12.3% | +12.2% |
| 6M | +20.7% | +3.1% | +17.6% | +18.2% |
| YTD | +9.7% | +11.9% | -2.3% | +1.6% |
| 1Y | -48.8% | +12.1% | -60.8% | -52.7% |
| 3Y | +58.9% | +78.6% | -19.7% | +5.3% |
| 5Y | +41.3% | +73.8% | -32.5% | +4.3% |
| All | +41.3% | +74.6% | -33.3% | +4.3% |
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 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