+2,486.9%
VRT vs XEL
+107.3%
+2,379.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | -8.4% | -0.3% | -8.1% | -8.3% |
| 30D | -10.9% | -3.9% | -6.9% | -10.3% |
| 3M | -13.7% | -2.8% | -10.9% | -13.4% |
| 6M | -4.1% | -5.4% | +1.3% | -3.4% |
| YTD | +58.7% | +3.8% | +55.0% | +57.4% |
| 1Y | +89.6% | +6.8% | +82.8% | +86.8% |
| 3Y | +558.1% | +45.6% | +512.6% | +493.9% |
| 5Y | +953.0% | +30.7% | +922.3% | +882.7% |
| All | +2,486.9% | +107.3% | +2,379.6% | +2,222.4% |
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