+362.8%
XLU vs VOO
+810.0%
-447.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.8% |
| 7D | -1.6% | -0.8% | -0.8% | -1.2% |
| 30D | -3.3% | -1.1% | -2.2% | -2.7% |
| 3M | -3.2% | +3.9% | -7.0% | -5.4% |
| 6M | -7.0% | +13.6% | -20.6% | -14.0% |
| YTD | +0.6% | +12.7% | -12.1% | -6.7% |
| 1Y | +2.4% | +17.6% | -15.1% | -7.4% |
| 3Y | +46.3% | +77.3% | -31.1% | +1.7% |
| 5Y | +44.0% | +84.1% | -40.2% | -3.6% |
| 10Y | +140.1% | +323.5% | -183.5% | -4.3% |
| All | +362.8% | +810.0% | -447.2% | +16.9% |
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