+38.1%
XYZG vs VOO
+46.9%
-8.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | +0.8% |
| 7D | -10.3% | -2.0% | -8.4% | -3.9% |
| 30D | -2.3% | -1.7% | -0.7% | +4.5% |
| 3M | +29.9% | +4.7% | +25.1% | +12.2% |
| 6M | +23.5% | +12.6% | +10.9% | -13.8% |
| YTD | +13.4% | +11.8% | +1.6% | -16.8% |
| 1Y | -20.4% | +17.5% | -38.0% | -49.0% |
| All | +38.1% | +46.9% | -8.8% | -55.1% |
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 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