+942.2%
VTI vs XEL
+639.9%
+302.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -2.0% | -1.2% | -0.8% | -1.7% |
| 30D | -1.9% | -2.9% | +1.0% | -1.1% |
| 3M | +4.5% | -2.7% | +7.3% | +5.3% |
| 6M | +12.6% | -6.5% | +19.1% | +14.5% |
| YTD | +12.0% | +3.6% | +8.4% | +10.1% |
| 1Y | +17.3% | +7.5% | +9.8% | +13.8% |
| 3Y | +75.3% | +46.3% | +29.0% | +52.0% |
| 5Y | +74.0% | +30.5% | +43.5% | +55.3% |
| 10Y | +300.0% | +151.4% | +148.6% | +189.4% |
| All | +942.2% | +639.9% | +302.3% | +469.2% |
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