-75.0%
XCUR vs VOO
+20.9%
-95.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -17.2% | +0.1% | -17.3% | -17.3% |
| 3M | -57.8% | +2.0% | -59.8% | -58.1% |
| 6M | -65.0% | +13.0% | -78.0% | -66.4% |
| YTD | -76.9% | +13.6% | -90.5% | -77.9% |
| 1Y | -75.0% | +20.1% | -95.1% | -78.0% |
| All | -75.0% | +20.9% | -95.9% | -78.0% |
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