+469.0%
XENE vs VOO
+364.0%
+105.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -7.1% | +0.1% | -7.1% | -7.1% |
| 3M | +12.8% | +2.0% | +10.7% | +10.7% |
| 6M | +38.8% | +13.0% | +25.8% | +25.1% |
| YTD | +33.3% | +13.6% | +19.7% | +19.4% |
| 1Y | +54.6% | +20.1% | +34.6% | +32.3% |
| 3Y | +50.4% | +77.6% | -27.2% | -7.2% |
| 5Y | +228.3% | +82.4% | +145.9% | +98.8% |
| 10Y | +646.9% | +316.8% | +330.0% | +136.4% |
| All | +469.0% | +364.0% | +105.1% | +35.6% |
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 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