+621.5%
XYZ vs VOO
+314.4%
+307.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -2.3% |
| 7D | -2.2% | -0.9% | -1.3% | -0.6% |
| 30D | +11.6% | -2.3% | +13.9% | +16.8% |
| 3M | +8.4% | -1.2% | +9.6% | +11.2% |
| 6M | +17.2% | +3.3% | +13.8% | +10.3% |
| YTD | +31.7% | +12.3% | +19.4% | +6.5% |
| 1Y | +30.1% | +12.5% | +17.6% | +4.9% |
| 3Y | +66.4% | +79.2% | -12.7% | -43.4% |
| 5Y | -62.2% | +75.7% | -137.8% | -84.7% |
| 10Y | +621.5% | +313.7% | +307.9% | -26.6% |
| All | +621.5% | +314.4% | +307.1% | -26.6% |
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