+32.0%
XEL vs VTV
+80.6%
-48.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.4% |
| 7D | -0.3% | -1.1% | +0.8% | +0.4% |
| 30D | -3.9% | -1.0% | -2.9% | -3.3% |
| 3M | -2.8% | +4.6% | -7.5% | -5.7% |
| 6M | -5.4% | +13.5% | -18.9% | -13.1% |
| YTD | +3.8% | +18.5% | -14.7% | -7.5% |
| 1Y | +6.8% | +22.9% | -16.1% | -7.1% |
| 3Y | +45.6% | +67.8% | -22.3% | +0.5% |
| All | +32.0% | +80.6% | -48.6% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling