+800.0%
VGT vs XEL
+151.6%
+648.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | -0.4% | -3.9% | +3.5% | +0.7% |
| 3M | +4.4% | -2.8% | +7.2% | +5.1% |
| 6M | +32.1% | -5.4% | +37.5% | +33.5% |
| YTD | +28.8% | +3.8% | +25.0% | +26.1% |
| 1Y | +35.3% | +6.8% | +28.5% | +30.9% |
| 3Y | +124.8% | +45.6% | +79.2% | +89.6% |
| 5Y | +137.9% | +30.7% | +107.2% | +108.0% |
| All | +800.0% | +151.6% | +648.4% | +582.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling