+57.6%
XENE vs VOO
+18.2%
+39.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +8.2% |
| 6M | -0.7% | +13.6% | -14.3% | -13.1% |
| YTD | +30.9% | +12.7% | +18.1% | +14.5% |
| 1Y | +57.6% | +17.6% | +40.0% | +32.6% |
| All | +57.6% | +18.2% | +39.4% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling