+788.1%
VOO vs XLE
+286.9%
+501.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.7% | -12.0% | +9.3% | +2.2% |
| 30D | -5.4% | -2.7% | -2.6% | -4.6% |
| 3M | -4.1% | +6.6% | -10.6% | -7.0% |
| 6M | +0.7% | +9.5% | -8.8% | -3.9% |
| YTD | +8.7% | +40.6% | -31.8% | -7.2% |
| 1Y | +11.0% | +43.6% | -32.6% | -6.2% |
| 3Y | +75.5% | +58.1% | +17.4% | +40.5% |
| 5Y | +68.4% | +152.2% | -83.8% | +6.0% |
| 10Y | +315.7% | +172.9% | +142.7% | +133.0% |
| All | +788.1% | +286.9% | +501.1% | +265.2% |
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