+41.9%
XLEI vs VOO
+21.3%
+20.6%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | +5.6% | -1.4% | +7.0% | +5.5% |
| 3M | +11.9% | +3.7% | +8.2% | +12.2% |
| 6M | +17.3% | +13.0% | +4.3% | +17.5% |
| YTD | +32.9% | +12.4% | +20.5% | +33.0% |
| 1Y | +40.3% | +18.6% | +21.7% | +37.5% |
| All | +41.9% | +21.3% | +20.6% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling