+226.1%
XLI vs VO
+197.6%
+28.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.8% | +3.1% | +0.7% | +0.8% |
| 30D | +1.0% | +2.2% | -1.2% | -1.0% |
| 3M | -8.9% | -2.5% | -6.4% | -6.6% |
| 6M | -2.3% | +7.0% | -9.2% | -8.3% |
| YTD | +9.7% | +14.0% | -4.3% | -3.0% |
| 1Y | +12.3% | +15.6% | -3.3% | -2.0% |
| 3Y | +71.5% | +66.2% | +5.3% | +6.0% |
| 5Y | +70.2% | +36.6% | +33.6% | +25.9% |
| All | +226.1% | +197.6% | +28.4% | +16.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling