+11.3%
VOO vs XLE
+42.6%
-31.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.3% |
| 7D | -0.6% | -6.7% | +6.1% | -1.5% |
| 30D | -3.6% | -4.4% | +0.8% | -4.2% |
| 3M | -2.7% | +4.0% | -6.7% | -2.0% |
| 6M | +2.2% | +13.2% | -10.9% | +4.3% |
| YTD | +10.9% | +41.9% | -31.0% | +10.5% |
| 1Y | +11.3% | +41.6% | -30.3% | +11.3% |
| All | +11.3% | +42.6% | -31.2% | +11.3% |
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