+182.7%
VXUS vs XEL
+437.6%
-254.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.9% |
| 7D | +1.6% | +1.3% | +0.3% | +1.1% |
| 30D | +1.0% | -1.5% | +2.5% | +1.4% |
| 3M | +5.7% | -0.2% | +5.9% | +5.5% |
| 6M | +13.6% | -5.4% | +19.0% | +15.2% |
| YTD | +17.4% | +5.6% | +11.8% | +14.6% |
| 1Y | +25.1% | +10.5% | +14.6% | +20.0% |
| 3Y | +75.8% | +49.2% | +26.6% | +49.5% |
| 5Y | +55.4% | +30.1% | +25.3% | +37.0% |
| 10Y | +146.4% | +146.7% | -0.3% | +59.0% |
| All | +182.7% | +437.6% | -254.9% | -10.7% |
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