+58.1%
XLE vs VO
+60.2%
-2.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -12.0% | -2.6% | -9.4% | -10.7% |
| 30D | -2.7% | -0.9% | -1.8% | -2.3% |
| 3M | +6.6% | -3.0% | +9.6% | +8.3% |
| 6M | +9.5% | +2.2% | +7.3% | +7.2% |
| YTD | +40.6% | +10.6% | +30.0% | +29.2% |
| 1Y | +43.6% | +12.5% | +31.1% | +30.0% |
| 3Y | +58.1% | +61.4% | -3.3% | +10.4% |
| All | +58.1% | +60.2% | -2.1% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling