+43.0%
XLC vs VOO
+75.1%
-32.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.5% |
| 7D | +3.5% | -0.9% | +4.4% | +4.2% |
| 30D | -2.6% | -2.3% | -0.2% | -0.3% |
| 3M | -2.1% | -1.2% | -0.9% | -1.1% |
| 6M | -5.5% | +3.3% | -8.8% | -9.0% |
| YTD | -6.9% | +12.3% | -19.2% | -18.0% |
| 1Y | -3.7% | +12.5% | -16.2% | -15.4% |
| 3Y | +64.2% | +79.2% | -15.0% | -14.5% |
| 5Y | +43.0% | +75.7% | -32.6% | -23.7% |
| All | +43.0% | +75.1% | -32.1% | -23.7% |
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