+0.6%
XYZG vs VOO
+14.7%
-14.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.2% | +1.6% | +29.6% | +25.1% |
| 7D | +32.9% | -0.7% | +33.6% | +37.2% |
| 30D | +27.2% | -1.1% | +28.2% | +33.0% |
| 3M | -1.7% | -0.3% | -1.4% | +1.6% |
| 6M | +25.6% | +7.4% | +18.2% | -0.7% |
| YTD | +32.2% | +13.4% | +18.8% | -9.3% |
| 1Y | +0.6% | +14.8% | -14.2% | -34.1% |
| All | +0.6% | +14.7% | -14.1% | -34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling