+116.3%
XJH vs VOO
+157.3%
-41.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | 0.0% |
| 7D | -2.0% | -0.8% | -1.2% | -1.2% |
| 30D | -5.0% | -1.1% | -3.9% | -3.9% |
| 3M | -1.1% | +3.9% | -5.0% | -5.0% |
| 6M | +9.6% | +13.6% | -4.0% | -4.0% |
| YTD | +13.0% | +12.7% | +0.3% | -0.2% |
| 1Y | +13.7% | +17.6% | -3.8% | -3.8% |
| 3Y | +49.1% | +77.3% | -28.2% | -17.5% |
| 5Y | +45.3% | +84.1% | -38.9% | -22.6% |
| All | +116.3% | +157.3% | -41.0% | -14.8% |
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