+124.8%
VGT vs XEL
+46.5%
+78.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.2% | -0.3% | +0.1% | -0.2% |
| 30D | -0.4% | -3.9% | +3.5% | -0.8% |
| 3M | +4.4% | -2.8% | +7.2% | +4.2% |
| 6M | +32.1% | -5.4% | +37.5% | +31.6% |
| YTD | +28.8% | +3.8% | +25.0% | +29.0% |
| 1Y | +35.3% | +6.8% | +28.5% | +35.7% |
| 3Y | +124.8% | +45.6% | +79.2% | +129.6% |
| All | +124.8% | +46.5% | +78.3% | +129.6% |
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