+13.5%
VOO vs XLE
+47.6%
-34.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.3% |
| 7D | +2.6% | +5.4% | -2.8% | +3.2% |
| 30D | -2.0% | -3.9% | +2.0% | -2.6% |
| 3M | -2.8% | +7.0% | -9.8% | -1.8% |
| 6M | +2.2% | +14.2% | -12.0% | +4.3% |
| YTD | +11.5% | +48.2% | -36.6% | +11.7% |
| 1Y | +13.5% | +47.7% | -34.2% | +14.0% |
| All | +13.5% | +47.6% | -34.1% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling