+1,205.2%
VST vs XEL
+166.2%
+1,039.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.1% |
| 7D | -0.5% | +1.1% | -1.6% | -1.1% |
| 30D | -17.1% | +8.7% | -25.7% | -20.1% |
| 3M | -4.6% | +3.5% | -8.1% | -6.3% |
| 6M | -9.1% | +2.6% | -11.6% | -10.5% |
| YTD | -16.6% | +11.1% | -27.7% | -20.6% |
| 1Y | -29.5% | +2.2% | -31.6% | -30.5% |
| 3Y | +297.5% | +51.1% | +246.4% | +220.7% |
| 5Y | +654.5% | +48.0% | +606.5% | +511.0% |
| 10Y | +1,205.2% | +175.3% | +1,029.9% | +870.1% |
| All | +1,205.2% | +166.2% | +1,039.0% | +870.1% |
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 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