+231.4%
XENE vs VOO
+82.8%
+148.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.5% |
| YTD | +30.9% | +12.7% | +18.1% | +17.5% |
| 1Y | +57.6% | +17.6% | +40.0% | +36.4% |
| 3Y | +56.9% | +77.3% | -20.4% | -4.4% |
| All | +231.4% | +82.8% | +148.5% | +131.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling