-63.7%
XYZ vs VOO
+72.6%
-136.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.7% |
| 7D | -1.1% | +2.6% | -3.6% | -6.6% |
| 30D | +11.5% | -2.0% | +13.5% | +16.5% |
| 3M | +1.8% | -2.8% | +4.6% | +8.5% |
| 6M | +21.2% | +2.2% | +19.0% | +15.3% |
| YTD | +29.9% | +11.5% | +18.4% | +1.9% |
| 1Y | +35.8% | +13.5% | +22.3% | +2.0% |
| 3Y | +62.6% | +78.1% | -15.5% | -59.3% |
| All | -63.7% | +72.6% | -136.3% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling