+51.6%
XEL vs VO
+37.2%
+14.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +1.4% | +2.9% | -1.5% | +0.2% |
| 30D | +9.2% | +1.0% | +8.2% | +8.7% |
| 3M | +4.5% | -1.7% | +6.3% | +5.2% |
| 6M | +3.6% | +6.7% | -3.1% | +0.8% |
| YTD | +12.9% | +14.0% | -1.1% | +6.9% |
| 1Y | +4.1% | +13.7% | -9.6% | -1.4% |
| 3Y | +52.3% | +65.8% | -13.5% | +22.1% |
| 5Y | +51.6% | +36.6% | +15.0% | +25.2% |
| All | +51.6% | +37.2% | +14.4% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling