+1,002.6%
VST vs XEL
+172.5%
+830.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.9% | +11.4% | +10.9% |
| 7D | -9.8% | -0.2% | -9.6% | -9.9% |
| 30D | -25.1% | +10.0% | -35.2% | -28.3% |
| 3M | -11.6% | +4.3% | -15.9% | -13.4% |
| 6M | -20.9% | +0.5% | -21.4% | -21.5% |
| YTD | -22.3% | +10.4% | -32.7% | -25.8% |
| 1Y | -32.0% | +2.0% | -34.0% | -33.0% |
| 3Y | +262.4% | +45.6% | +216.8% | +198.1% |
| 5Y | +563.4% | +46.6% | +516.7% | +439.7% |
| 10Y | +1,120.7% | +168.3% | +952.4% | +780.3% |
| All | +1,002.6% | +172.5% | +830.1% | +684.3% |
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