+2,826.7%
VRT vs XLU
+112.6%
+2,714.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.2% |
| 7D | +13.6% | +2.1% | +11.5% | +12.3% |
| 30D | +6.8% | -0.4% | +7.1% | +7.0% |
| 3M | -3.2% | +0.5% | -3.7% | -3.8% |
| 6M | +20.3% | -5.8% | +26.1% | +24.1% |
| YTD | +79.6% | +3.1% | +76.4% | +75.9% |
| 1Y | +139.0% | +8.1% | +130.9% | +128.5% |
| 3Y | +644.6% | +50.5% | +594.1% | +502.1% |
| 5Y | +1,024.4% | +44.7% | +979.6% | +834.8% |
| All | +2,826.7% | +112.6% | +2,714.1% | +2,160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XLU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling