+208.9%
XHB vs VOO
+325.3%
-116.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.6% |
| 7D | -4.6% | -0.8% | -3.9% | -3.8% |
| 30D | -9.1% | -1.1% | -8.1% | -7.9% |
| 3M | -8.6% | +3.9% | -12.4% | -12.4% |
| 6M | -4.0% | +13.6% | -17.7% | -16.7% |
| YTD | -3.9% | +12.7% | -16.7% | -16.0% |
| 1Y | -16.5% | +17.6% | -34.1% | -30.4% |
| 3Y | +22.6% | +77.3% | -54.7% | -36.5% |
| 5Y | +33.9% | +84.1% | -50.2% | -32.8% |
| All | +208.9% | +325.3% | -116.4% | -38.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling