+176.5%
XLE vs VO
+197.6%
-21.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.4% |
| 7D | +4.4% | +2.9% | +1.4% | +1.4% |
| 30D | -4.3% | +1.0% | -5.3% | -5.4% |
| 3M | +6.0% | -1.7% | +7.8% | +7.4% |
| 6M | +13.2% | +6.7% | +6.5% | +5.2% |
| YTD | +46.7% | +14.0% | +32.8% | +26.7% |
| 1Y | +46.6% | +13.7% | +32.9% | +26.8% |
| 3Y | +69.6% | +65.8% | +3.7% | -1.5% |
| 5Y | +166.5% | +36.6% | +129.9% | +86.8% |
| All | +176.5% | +197.6% | -21.1% | -11.3% |
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