+317.6%
VOO vs XHB
+215.4%
+102.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.1% |
| 7D | -0.8% | -4.6% | +3.9% | +1.5% |
| 30D | -1.1% | -9.1% | +8.1% | +3.5% |
| 3M | +3.9% | -8.6% | +12.4% | +7.9% |
| 6M | +13.6% | -4.0% | +17.7% | +14.6% |
| YTD | +12.7% | -3.9% | +16.7% | +13.1% |
| 1Y | +17.6% | -16.5% | +34.1% | +26.1% |
| 3Y | +77.3% | +22.6% | +54.7% | +50.0% |
| 5Y | +84.1% | +33.9% | +50.2% | +44.9% |
| All | +317.6% | +215.4% | +102.2% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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