+642.4%
XENE vs VOO
+325.3%
+317.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.0% |
| 7D | -1.8% | -0.8% | -1.1% | -1.2% |
| 30D | -10.1% | -1.1% | -9.1% | -9.3% |
| 3M | +12.4% | +3.9% | +8.5% | +8.5% |
| 6M | -0.7% | +13.6% | -14.3% | -11.3% |
| YTD | +30.9% | +12.7% | +18.1% | +17.7% |
| 1Y | +57.6% | +17.6% | +40.0% | +36.7% |
| 3Y | +56.9% | +77.3% | -20.4% | -4.2% |
| 5Y | +236.1% | +84.1% | +152.0% | +99.4% |
| All | +642.4% | +325.3% | +317.1% | +138.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling