+100.7%
XHLD vs VOO
+20.9%
+79.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.8% |
| 7D | -0.6% | +0.1% | -0.8% | -0.9% |
| 30D | +1,059.3% | +0.1% | +1,059.3% | +1,048.4% |
| 3M | +610.8% | +2.0% | +608.8% | +560.5% |
| 6M | +488.5% | +13.0% | +475.5% | +301.7% |
| YTD | +683.1% | +13.6% | +669.5% | +432.9% |
| 1Y | +100.7% | +20.1% | +80.6% | +42.1% |
| All | +100.7% | +20.9% | +79.7% | +42.1% |
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 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