+176.9%
XLE vs VO
+197.9%
-21.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.3% |
| 7D | +0.5% | -2.5% | +3.0% | +2.9% |
| 30D | +6.6% | -3.2% | +9.8% | +9.9% |
| 3M | +12.3% | +3.9% | +8.3% | +7.6% |
| 6M | +18.4% | +9.6% | +8.7% | +6.8% |
| YTD | +47.2% | +11.6% | +35.6% | +30.2% |
| 1Y | +50.3% | +12.6% | +37.7% | +31.4% |
| 3Y | +55.3% | +55.4% | -0.1% | -3.5% |
| 5Y | +226.0% | +41.8% | +184.1% | +117.6% |
| All | +176.9% | +197.9% | -21.0% | -14.0% |
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