+812.9%
VOO vs XLK
+1,991.7%
-1,178.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.4% |
| 7D | -2.0% | -0.4% | -1.6% | -1.7% |
| 30D | -1.7% | -0.5% | -1.2% | -1.5% |
| 3M | +4.7% | +5.0% | -0.2% | +0.3% |
| 6M | +12.6% | +32.9% | -20.3% | -9.7% |
| YTD | +11.8% | +29.0% | -17.2% | -8.7% |
| 1Y | +17.5% | +37.8% | -20.3% | -8.8% |
| 3Y | +77.0% | +118.7% | -41.7% | -4.9% |
| 5Y | +82.6% | +145.6% | -63.0% | -12.1% |
| 10Y | +320.0% | +791.5% | -471.5% | -31.8% |
| All | +812.9% | +1,991.7% | -1,178.8% | -33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling