+533.2%
XYZ vs VOO
+343.8%
+189.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | 0.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -1.7% | +0.1% | -1.8% | -1.6% |
| 3M | +16.7% | +2.0% | +14.7% | +12.6% |
| 6M | +26.9% | +13.0% | +13.8% | +1.4% |
| YTD | +27.1% | +13.6% | +13.6% | +1.3% |
| 1Y | +9.3% | +20.1% | -10.8% | -21.3% |
| 3Y | +42.3% | +77.6% | -35.3% | -48.7% |
| 5Y | -69.3% | +82.4% | -151.8% | -87.9% |
| 10Y | +586.8% | +316.8% | +270.0% | -9.9% |
| All | +533.2% | +343.8% | +189.4% | -26.3% |
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