-100.0%
XHG vs VOO
+82.8%
-182.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.7% | -4.5% |
| 7D | -8.8% | -0.8% | -8.0% | -8.2% |
| 30D | +230.1% | -1.1% | +231.1% | +233.7% |
| 3M | +160.3% | +3.9% | +156.5% | +154.6% |
| 6M | +276.1% | +13.6% | +262.5% | +247.8% |
| YTD | +254.5% | +12.7% | +241.8% | +230.3% |
| 1Y | +179.6% | +17.6% | +162.0% | +155.8% |
| 3Y | -99.9% | +77.3% | -177.2% | -100.0% |
| All | -100.0% | +82.8% | -182.8% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling