-4.7%
XSHD vs VOO
+300.9%
-305.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.7% |
| 30D | -2.0% | -0.9% | -1.1% | -1.3% |
| 3M | +4.9% | +3.9% | +1.1% | +1.3% |
| 6M | +7.5% | +14.5% | -7.0% | -4.6% |
| YTD | +13.7% | +13.0% | +0.7% | +2.0% |
| 1Y | +7.4% | +19.4% | -12.0% | -8.3% |
| 3Y | +10.1% | +78.9% | -68.7% | -34.5% |
| 5Y | -15.3% | +82.3% | -97.6% | -51.0% |
| All | -4.7% | +300.9% | -305.6% | -72.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling