+83.7%
VOO vs XLU
+42.8%
+40.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | -1.1% | -3.3% | +2.2% | +0.3% |
| 3M | +3.9% | -3.2% | +7.0% | +5.1% |
| 6M | +13.6% | -7.0% | +20.6% | +16.8% |
| YTD | +12.7% | +0.6% | +12.1% | +11.4% |
| 1Y | +17.6% | +2.4% | +15.1% | +15.1% |
| 3Y | +77.3% | +46.3% | +31.1% | +44.1% |
| All | +83.7% | +42.8% | +40.9% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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