+12,036.0%
VRTX vs XEL
+1,965.6%
+10,070.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.9% |
| 7D | +0.8% | -1.0% | +1.8% | +1.1% |
| 30D | +12.6% | -1.9% | +14.6% | +13.3% |
| 3M | +23.6% | -1.9% | +25.5% | +24.3% |
| 6M | +14.3% | -7.4% | +21.7% | +16.8% |
| YTD | +20.5% | +4.1% | +16.4% | +18.5% |
| 1Y | +37.6% | +8.0% | +29.5% | +33.3% |
| 3Y | +55.5% | +48.4% | +7.2% | +34.2% |
| 5Y | +175.7% | +27.2% | +148.5% | +148.1% |
| 10Y | +474.2% | +146.8% | +327.4% | +310.6% |
| All | +12,036.0% | +1,965.6% | +10,070.4% | +3,910.2% |
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 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