+83.7%
VOO vs XLK
+146.9%
-63.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.1% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -1.1% | -0.6% | -0.4% | -0.8% |
| 3M | +3.9% | +2.6% | +1.3% | +1.7% |
| 6M | +13.6% | +34.0% | -20.3% | -6.6% |
| YTD | +12.7% | +30.7% | -18.0% | -6.1% |
| 1Y | +17.6% | +39.2% | -21.6% | -6.2% |
| 3Y | +77.3% | +120.4% | -43.1% | +2.2% |
| All | +83.7% | +146.9% | -63.2% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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