+304.0%
XLE vs VOO
+817.1%
-513.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | +2.2% | +0.1% | +2.1% | +2.0% |
| 30D | +11.8% | +0.1% | +11.7% | +11.6% |
| 3M | +9.8% | +2.0% | +7.8% | +6.8% |
| 6M | +15.6% | +13.0% | +2.5% | 0.0% |
| YTD | +45.3% | +13.6% | +31.7% | +24.8% |
| 1Y | +48.3% | +20.1% | +28.2% | +19.7% |
| 3Y | +55.4% | +77.6% | -22.1% | -19.7% |
| 5Y | +216.1% | +82.4% | +133.7% | +54.0% |
| 10Y | +178.4% | +316.8% | -138.4% | -48.8% |
| All | +304.0% | +817.1% | -513.1% | -71.1% |
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