+1,216.9%
VST vs XEL
+156.9%
+1,059.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.9% |
| 7D | +8.9% | -1.0% | +9.9% | +9.3% |
| 30D | +6.2% | -1.9% | +8.1% | +7.0% |
| 3M | -2.7% | -1.9% | -0.8% | -2.2% |
| 6M | -8.4% | -7.4% | -0.9% | -5.7% |
| YTD | -7.2% | +4.1% | -11.3% | -8.9% |
| 1Y | -20.9% | +8.0% | -28.9% | -23.8% |
| 3Y | +384.0% | +48.4% | +335.6% | +291.8% |
| 5Y | +757.1% | +27.2% | +729.8% | +648.2% |
| All | +1,216.9% | +156.9% | +1,059.9% | +862.7% |
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