+75.4%
VEA vs XEL
+46.5%
+28.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | -0.8% | -3.9% | +3.1% | -0.3% |
| 3M | +2.5% | -2.8% | +5.3% | +2.8% |
| 6M | +11.1% | -5.4% | +16.5% | +11.9% |
| YTD | +17.2% | +3.8% | +13.4% | +16.2% |
| 1Y | +24.5% | +6.8% | +17.7% | +22.7% |
| 3Y | +75.4% | +45.6% | +29.8% | +65.0% |
| All | +75.4% | +46.5% | +28.9% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 3y: compounded portfolio wealth divided by compounded XEL 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…
3y analysis · Full analysis span regression · 6 months rolling