+638.0%
XYZ vs VOO
+317.9%
+320.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | -0.9% |
| 7D | +14.9% | +0.1% | +14.8% | +14.9% |
| 30D | +14.7% | -3.3% | +18.0% | +22.3% |
| 3M | +12.1% | -2.4% | +14.5% | +17.8% |
| 6M | +18.3% | +2.6% | +15.7% | +12.9% |
| YTD | +36.1% | +11.3% | +24.8% | +12.1% |
| 1Y | +35.3% | +13.4% | +21.9% | +7.4% |
| 3Y | +73.5% | +80.3% | -6.8% | -41.8% |
| 5Y | -61.6% | +72.7% | -134.3% | -84.0% |
| 10Y | +638.0% | +310.0% | +328.0% | -22.4% |
| All | +638.0% | +317.9% | +320.1% | -22.4% |
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