-7.0%
XSHD vs VOO
+300.1%
-307.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.6% |
| 7D | -3.0% | -0.8% | -2.2% | -2.4% |
| 30D | -3.4% | -1.1% | -2.3% | -2.5% |
| 3M | +0.7% | +3.9% | -3.2% | -2.8% |
| 6M | +6.9% | +13.6% | -6.7% | -4.5% |
| YTD | +11.0% | +12.7% | -1.7% | -0.3% |
| 1Y | +4.8% | +17.6% | -12.8% | -9.4% |
| 3Y | +7.2% | +77.3% | -70.1% | -35.7% |
| 5Y | -15.5% | +84.1% | -99.7% | -51.6% |
| All | -7.0% | +300.1% | -307.0% | -73.4% |
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