+580.0%
XYZ vs VOO
+314.0%
+266.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -2.2% |
| 7D | +2.9% | +0.5% | +2.3% | +1.9% |
| 30D | +1.4% | -0.9% | +2.3% | +3.5% |
| 3M | +14.6% | +3.9% | +10.7% | +6.6% |
| 6M | +20.8% | +14.5% | +6.2% | -6.3% |
| YTD | +23.1% | +13.0% | +10.1% | -1.4% |
| 1Y | +5.6% | +19.4% | -13.8% | -23.7% |
| 3Y | +50.9% | +78.9% | -28.0% | -47.8% |
| 5Y | -68.6% | +82.3% | -150.8% | -87.9% |
| 10Y | +580.0% | +314.2% | +265.8% | -18.0% |
| All | +580.0% | +314.0% | +266.0% | -18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling