+805.8%
VOO vs XLE
+290.6%
+515.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | -0.6% | -6.7% | +6.1% | +2.1% |
| 30D | -3.6% | -4.4% | +0.8% | -2.1% |
| 3M | -2.7% | +4.0% | -6.7% | -4.7% |
| 6M | +2.2% | +13.2% | -10.9% | -3.7% |
| YTD | +10.9% | +41.9% | -31.0% | -5.7% |
| 1Y | +11.3% | +41.6% | -30.3% | -5.3% |
| 3Y | +76.9% | +64.0% | +12.9% | +39.6% |
| 5Y | +73.5% | +158.1% | -84.6% | +8.2% |
| 10Y | +307.7% | +163.9% | +143.7% | +133.1% |
| All | +805.8% | +290.6% | +515.2% | +271.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling