-4.1%
XSHD vs VOO
+303.2%
-307.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | +5.4% | +2.0% | +3.4% | +3.4% |
| 6M | +6.5% | +13.0% | -6.5% | -4.4% |
| YTD | +14.4% | +13.6% | +0.8% | +2.2% |
| 1Y | +8.3% | +20.1% | -11.8% | -8.0% |
| 3Y | +6.9% | +77.6% | -70.7% | -36.0% |
| 5Y | -15.7% | +82.4% | -98.2% | -51.3% |
| All | -4.1% | +303.2% | -307.3% | -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 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