+297.8%
VTI vs XEL
+151.6%
+146.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -1.4% | -3.9% | +2.5% | -0.2% |
| 3M | +3.6% | -2.8% | +6.4% | +4.4% |
| 6M | +13.6% | -5.4% | +19.0% | +15.2% |
| YTD | +12.9% | +3.8% | +9.2% | +10.7% |
| 1Y | +17.2% | +6.8% | +10.4% | +13.4% |
| 3Y | +75.7% | +45.6% | +30.1% | +48.6% |
| 5Y | +75.4% | +30.7% | +44.7% | +53.6% |
| All | +297.8% | +151.6% | +146.2% | +208.4% |
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