+190.9%
XNCR vs VOO
+424.3%
-233.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.0% |
| 7D | -8.9% | -2.0% | -6.9% | -6.5% |
| 30D | +9.8% | -1.7% | +11.4% | +12.0% |
| 3M | +105.1% | +4.7% | +100.3% | +92.4% |
| 6M | +102.5% | +12.6% | +90.0% | +73.8% |
| YTD | +58.5% | +11.8% | +46.7% | +37.4% |
| 1Y | +190.2% | +17.5% | +172.6% | +136.9% |
| 3Y | +14.2% | +77.0% | -62.8% | -42.9% |
| 5Y | -25.7% | +82.6% | -108.2% | -64.5% |
| 10Y | +18.0% | +320.0% | -302.0% | -83.1% |
| All | +190.9% | +424.3% | -233.4% | -66.7% |
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