+1,187.3%
VUG vs XEL
+1,006.1%
+181.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +2.5% | +2.4% | +0.1% | +1.4% |
| 30D | -6.3% | +8.3% | -14.6% | -9.6% |
| 3M | -6.0% | +4.2% | -10.2% | -8.0% |
| 6M | -3.5% | +3.7% | -7.3% | -5.8% |
| YTD | +3.9% | +13.1% | -9.1% | -2.9% |
| 1Y | +5.1% | +5.0% | +0.1% | +1.4% |
| 3Y | +77.9% | +55.0% | +22.9% | +38.2% |
| 5Y | +62.4% | +51.8% | +10.6% | +25.2% |
| 10Y | +399.4% | +185.6% | +213.8% | +158.0% |
| All | +1,187.3% | +1,006.1% | +181.2% | +188.8% |
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