-81.0%
XYF vs VOO
+200.5%
-281.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +9.1% | +0.1% | +9.0% | +9.1% |
| 3M | +12.2% | +2.0% | +10.2% | +11.2% |
| 6M | +21.6% | +13.0% | +8.6% | +15.4% |
| YTD | +4.7% | +13.6% | -8.9% | -0.8% |
| 1Y | -61.9% | +20.1% | -81.9% | -64.7% |
| 3Y | +52.3% | +77.6% | -25.2% | +20.7% |
| 5Y | +41.7% | +82.4% | -40.7% | +10.7% |
| All | -81.0% | +200.5% | -281.5% | -86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling