+292.9%
XLE vs VOO
+798.5%
-505.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -1.9% |
| 7D | -7.9% | +0.1% | -8.0% | -8.2% |
| 30D | -4.8% | -3.3% | -1.5% | -1.9% |
| 3M | +8.4% | -2.4% | +10.8% | +10.4% |
| 6M | +12.7% | +2.6% | +10.1% | +8.2% |
| YTD | +41.3% | +11.3% | +30.0% | +23.3% |
| 1Y | +42.3% | +13.4% | +28.8% | +21.5% |
| 3Y | +65.1% | +80.3% | -15.2% | -16.6% |
| 5Y | +150.2% | +72.7% | +77.5% | +29.2% |
| 10Y | +163.9% | +310.0% | -146.1% | -50.9% |
| All | +292.9% | +798.5% | -505.6% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling