+2,826.7%
VRT vs XEL
+111.1%
+2,715.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.1% | +3.4% |
| 7D | +13.6% | +1.3% | +12.3% | +13.4% |
| 30D | +6.8% | -1.5% | +8.3% | +7.0% |
| 3M | -3.2% | -0.2% | -3.0% | -3.3% |
| 6M | +20.3% | -5.4% | +25.8% | +21.2% |
| YTD | +79.6% | +5.6% | +73.9% | +77.5% |
| 1Y | +139.0% | +10.5% | +128.5% | +134.1% |
| 3Y | +644.6% | +49.2% | +595.4% | +568.3% |
| 5Y | +1,024.4% | +30.1% | +994.3% | +953.3% |
| All | +2,826.7% | +111.1% | +2,715.6% | +2,519.1% |
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