+82.3%
VOO vs XLE
+219.7%
-137.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -0.9% | +12.6% | -13.6% | -4.0% |
| 3M | +3.9% | +11.8% | -8.0% | +0.7% |
| 6M | +14.5% | +16.1% | -1.5% | +9.3% |
| YTD | +13.0% | +46.9% | -33.9% | +0.2% |
| 1Y | +19.4% | +53.3% | -33.8% | +4.4% |
| 3Y | +78.9% | +54.9% | +23.9% | +54.3% |
| 5Y | +82.3% | +225.7% | -143.4% | +27.5% |
| All | +82.3% | +219.7% | -137.5% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling