+176.5%
XLE vs VOO
+311.2%
-134.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.8% |
| 7D | +4.4% | +3.3% | +1.1% | +1.3% |
| 30D | -4.3% | -2.7% | -1.6% | -2.1% |
| 3M | +6.0% | -1.7% | +7.8% | +7.2% |
| 6M | +13.2% | +3.1% | +10.1% | +8.6% |
| YTD | +46.7% | +11.9% | +34.8% | +28.8% |
| 1Y | +46.6% | +12.1% | +34.6% | +28.4% |
| 3Y | +69.6% | +78.6% | -9.0% | -9.4% |
| 5Y | +166.5% | +73.8% | +92.7% | +43.8% |
| All | +176.5% | +311.2% | -134.7% | -40.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling