+310.7%
VOO vs XLE
+181.7%
+128.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +2.6% | +5.4% | -2.8% | +0.7% |
| 30D | -2.0% | -3.9% | +2.0% | -0.8% |
| 3M | -2.8% | +7.0% | -9.8% | -5.4% |
| 6M | +2.2% | +14.2% | -12.0% | -3.3% |
| YTD | +11.5% | +48.2% | -36.6% | -4.7% |
| 1Y | +13.5% | +47.7% | -34.2% | -3.0% |
| 3Y | +78.1% | +70.0% | +8.1% | +42.8% |
| 5Y | +73.1% | +169.1% | -96.0% | +12.8% |
| All | +310.7% | +181.7% | +128.9% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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