+27.8%
XENE vs VOO
+72.6%
-44.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 7D | +3.3% | +2.6% | +0.8% | +0.9% |
| 30D | +19.4% | -2.0% | +21.4% | +21.7% |
| 3M | -37.0% | -2.8% | -34.2% | -35.3% |
| 6M | -27.6% | +2.2% | -29.7% | -29.3% |
| YTD | -9.7% | +11.5% | -21.2% | -19.2% |
| 1Y | +1.1% | +13.5% | -12.4% | -11.0% |
| 3Y | +36.3% | +78.1% | -41.8% | -23.3% |
| All | +27.8% | +72.6% | -44.8% | -21.2% |
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