+2,260.0%
VGT vs XEL
+924.3%
+1,335.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | +1.5% | +0.9% | +0.6% | +1.1% |
| 30D | +0.5% | -0.9% | +1.4% | +0.8% |
| 3M | +5.3% | -1.4% | +6.7% | +5.5% |
| 6M | +32.4% | -5.8% | +38.2% | +34.7% |
| YTD | +28.6% | +4.7% | +23.9% | +24.5% |
| 1Y | +37.6% | +9.1% | +28.6% | +30.3% |
| 3Y | +125.5% | +47.8% | +77.6% | +79.2% |
| 5Y | +135.2% | +29.0% | +106.2% | +97.1% |
| 10Y | +812.9% | +154.0% | +658.9% | +412.8% |
| All | +2,260.0% | +924.3% | +1,335.6% | +472.7% |
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