+379.7%
VRT vs XEL
+53.0%
+326.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | +10.5% | +2.4% | +8.1% | +11.3% |
| 30D | -9.3% | +8.3% | -17.6% | -6.9% |
| 3M | -29.6% | +4.2% | -33.8% | -28.7% |
| 6M | -45.4% | +3.7% | -49.1% | -44.6% |
| YTD | +24.8% | +13.1% | +11.8% | +30.9% |
| 1Y | +23.6% | +5.0% | +18.6% | +25.5% |
| 3Y | +379.7% | +55.0% | +324.7% | +527.2% |
| All | +379.7% | +53.0% | +326.6% | +527.2% |
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