+477.5%
XEL vs VOO
+812.0%
-334.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | +1.3% | +0.5% | +0.8% | +1.0% |
| 30D | -1.5% | -0.9% | -0.6% | -1.1% |
| 3M | -0.2% | +3.9% | -4.1% | -2.3% |
| 6M | -5.4% | +14.5% | -20.0% | -12.1% |
| YTD | +5.6% | +13.0% | -7.3% | -1.2% |
| 1Y | +10.5% | +19.4% | -9.0% | +0.1% |
| 3Y | +49.2% | +78.9% | -29.7% | +6.6% |
| 5Y | +30.1% | +82.3% | -52.2% | -9.4% |
| 10Y | +146.7% | +314.2% | -167.5% | +5.6% |
| All | +477.5% | +812.0% | -334.4% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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