+11.0%
XNCR vs VOO
+325.3%
-314.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.4% |
| 7D | -8.3% | -0.8% | -7.5% | -7.4% |
| 30D | +5.3% | -1.1% | +6.4% | +6.6% |
| 3M | +101.9% | +3.9% | +98.0% | +91.8% |
| 6M | +102.7% | +13.6% | +89.1% | +73.0% |
| YTD | +59.4% | +12.7% | +46.7% | +37.6% |
| 1Y | +187.2% | +17.6% | +169.6% | +136.2% |
| 3Y | +14.4% | +77.3% | -62.9% | -41.1% |
| 5Y | -25.2% | +84.1% | -109.3% | -63.3% |
| All | +11.0% | +325.3% | -314.3% | -84.9% |
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