+33.2%
XHR vs VOO
+356.1%
-322.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.2% |
| 7D | -4.3% | -0.4% | -4.0% | -3.9% |
| 30D | -6.6% | -1.4% | -5.2% | -5.0% |
| 3M | -3.8% | +3.7% | -7.6% | -8.7% |
| 6M | +19.8% | +13.0% | +6.7% | +1.7% |
| YTD | +26.8% | +12.4% | +14.4% | +8.3% |
| 1Y | +27.5% | +18.6% | +8.9% | +1.4% |
| 3Y | +63.7% | +78.1% | -14.4% | -21.9% |
| 5Y | +20.5% | +82.3% | -61.7% | -43.5% |
| 10Y | +57.3% | +322.5% | -265.3% | -71.6% |
| All | +33.2% | +356.1% | -322.9% | -77.0% |
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