-66.3%
XCUR vs VOO
+77.4%
-143.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +2.0% |
| 7D | +12.0% | -0.8% | +12.8% | +12.2% |
| 30D | +7.7% | -1.1% | +8.8% | +8.0% |
| 3M | -50.4% | +3.9% | -54.2% | -50.9% |
| 6M | -66.1% | +13.6% | -79.7% | -67.1% |
| YTD | -74.2% | +12.7% | -86.9% | -74.9% |
| 1Y | -61.1% | +17.6% | -78.7% | -62.7% |
| 3Y | -66.3% | +77.3% | -143.6% | -65.0% |
| All | -66.3% | +77.4% | -143.7% | -65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling