+448.5%
XYL vs VOO
+731.2%
-282.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.5% | +3.5% |
| 7D | +1.8% | +0.5% | +1.3% | +1.2% |
| 30D | -9.2% | -0.9% | -8.3% | -8.3% |
| 3M | -0.3% | +3.9% | -4.2% | -4.3% |
| 6M | -11.0% | +14.5% | -25.5% | -23.0% |
| YTD | -19.2% | +13.0% | -32.2% | -29.0% |
| 1Y | -21.2% | +19.4% | -40.6% | -34.8% |
| 3Y | +18.6% | +78.9% | -60.3% | -36.3% |
| 5Y | -14.3% | +82.3% | -96.6% | -54.7% |
| 10Y | +141.0% | +314.2% | -173.2% | -45.7% |
| All | +448.5% | +731.2% | -282.7% | -29.9% |
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