+58.3%
XRN vs VOO
+309.6%
-251.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -6.7% | +2.6% | -9.2% | -8.8% |
| 30D | -13.9% | -2.0% | -11.9% | -12.6% |
| 3M | -25.7% | -2.8% | -22.9% | -24.1% |
| 6M | -19.5% | +2.2% | -21.7% | -21.5% |
| YTD | -17.0% | +11.5% | -28.5% | -25.1% |
| 1Y | -10.9% | +13.5% | -24.4% | -20.9% |
| 3Y | -25.3% | +78.1% | -103.4% | -56.3% |
| 5Y | -51.2% | +73.1% | -124.3% | -70.8% |
| All | +58.3% | +309.6% | -251.4% | -53.3% |
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 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