+167.2%
XLE vs VO
+196.6%
-29.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -12.0% | -2.6% | -9.4% | -9.8% |
| 30D | -2.7% | -0.9% | -1.8% | -2.1% |
| 3M | +6.6% | -3.0% | +9.6% | +9.3% |
| 6M | +9.5% | +2.2% | +7.3% | +6.2% |
| YTD | +40.6% | +10.6% | +30.0% | +25.1% |
| 1Y | +43.6% | +12.5% | +31.1% | +25.4% |
| 3Y | +58.1% | +61.4% | -3.3% | -5.7% |
| 5Y | +152.2% | +33.4% | +118.8% | +80.6% |
| All | +167.2% | +196.6% | -29.4% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling