+58.2%
XHR vs VOO
+325.3%
-267.1%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.8% |
| 7D | -1.8% | -0.8% | -1.1% | -0.9% |
| 30D | -6.2% | -1.1% | -5.1% | -4.9% |
| 3M | -7.6% | +3.9% | -11.5% | -12.6% |
| 6M | +21.2% | +13.6% | +7.5% | +2.0% |
| YTD | +26.8% | +12.7% | +14.1% | +7.8% |
| 1Y | +24.5% | +17.6% | +6.9% | -0.2% |
| 3Y | +64.8% | +77.3% | -12.5% | -21.7% |
| 5Y | +22.1% | +84.1% | -62.0% | -44.1% |
| All | +58.2% | +325.3% | -267.1% | -71.8% |
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 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