+514.4%
XHS vs VOO
+756.4%
-242.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +1.3% | +0.1% | +1.3% | +1.3% |
| 3M | +16.8% | +2.0% | +14.8% | +14.4% |
| 6M | +24.6% | +13.0% | +11.5% | +11.2% |
| YTD | +27.0% | +13.6% | +13.4% | +12.7% |
| 1Y | +36.9% | +20.1% | +16.8% | +15.4% |
| 3Y | +53.9% | +77.6% | -23.6% | -10.7% |
| 5Y | +21.8% | +82.4% | -60.7% | -31.0% |
| 10Y | +156.1% | +316.8% | -160.7% | -29.9% |
| All | +514.4% | +756.4% | -242.0% | +3.3% |
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