+45.6%
XEL vs VO
+55.8%
-10.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -0.3% | -1.5% | +1.2% | +0.3% |
| 30D | -3.9% | -3.0% | -0.9% | -2.8% |
| 3M | -2.8% | +2.8% | -5.6% | -3.8% |
| 6M | -5.4% | +10.9% | -16.3% | -9.1% |
| YTD | +3.8% | +12.5% | -8.7% | -1.0% |
| 1Y | +6.8% | +12.0% | -5.1% | +2.1% |
| 3Y | +45.6% | +56.3% | -10.7% | +16.8% |
| All | +45.6% | +55.8% | -10.2% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling