+470.4%
VRTX vs XEL
+187.7%
+282.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -1.6% | +2.4% | -4.0% | -2.4% |
| 30D | +8.0% | +8.3% | -0.2% | +5.1% |
| 3M | +4.3% | +4.2% | +0.1% | +2.7% |
| 6M | +18.9% | +3.7% | +15.2% | +17.1% |
| YTD | +18.8% | +13.1% | +5.7% | +13.3% |
| 1Y | +24.0% | +5.0% | +19.0% | +21.3% |
| 3Y | +42.1% | +55.0% | -12.8% | +19.0% |
| 5Y | +187.6% | +51.8% | +135.8% | +139.5% |
| All | +470.4% | +187.7% | +282.8% | +326.5% |
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