+170.2%
VEA vs XEL
+619.0%
-448.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | +0.3% | +0.9% | -0.6% | -0.1% |
| 30D | +0.4% | -0.9% | +1.3% | +0.8% |
| 3M | +4.8% | -1.4% | +6.2% | +5.2% |
| 6M | +11.3% | -5.8% | +17.1% | +13.7% |
| YTD | +17.4% | +4.7% | +12.7% | +13.7% |
| 1Y | +26.2% | +9.1% | +17.1% | +19.4% |
| 3Y | +77.7% | +47.8% | +29.9% | +40.4% |
| 5Y | +60.9% | +29.0% | +31.9% | +33.6% |
| 10Y | +163.6% | +154.0% | +9.6% | +29.5% |
| All | +170.2% | +619.0% | -448.8% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling