+18.6%
XHLF vs VOO
+107.9%
-89.3%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | +0.2% | -1.7% | +1.9% | +0.2% |
| 3M | +0.9% | +4.7% | -3.9% | +0.9% |
| 6M | +1.7% | +12.6% | -10.9% | +1.7% |
| YTD | +2.3% | +11.8% | -9.5% | +2.3% |
| 1Y | +3.5% | +17.5% | -14.0% | +3.6% |
| 3Y | +14.1% | +77.0% | -62.9% | +14.2% |
| All | +18.6% | +107.9% | -89.3% | +18.8% |
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