+29.3%
V vs XLV
+34.1%
-4.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.8% | +2.5% |
| 7D | +9.0% | +5.5% | +3.4% | +6.6% |
| 30D | +18.1% | +13.3% | +4.8% | +12.3% |
| 3M | +18.3% | +17.4% | +0.9% | +11.0% |
| 6M | +34.1% | +32.1% | +2.0% | +20.5% |
| YTD | +25.2% | +24.0% | +1.2% | +15.0% |
| 1Y | +29.3% | +32.9% | -3.6% | +13.7% |
| All | +29.3% | +34.1% | -4.8% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 1y: compounded portfolio wealth divided by compounded XLV 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…
1y analysis · Full analysis span regression · 6 months rolling