-100.0%
XHG vs VOO
+172.7%
-272.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.4% |
| 7D | -8.5% | -2.0% | -6.5% | -7.6% |
| 30D | +241.3% | -1.7% | +243.0% | +244.5% |
| 3M | +193.5% | +4.7% | +188.7% | +189.1% |
| 6M | +256.4% | +12.6% | +243.9% | +242.1% |
| YTD | +268.5% | +11.8% | +256.8% | +255.2% |
| 1Y | +177.9% | +17.5% | +160.3% | +164.3% |
| 3Y | -99.9% | +77.0% | -176.9% | -99.9% |
| 5Y | -100.0% | +82.6% | -182.6% | -100.0% |
| All | -100.0% | +172.7% | -272.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling