+41.0%
XLE vs VIG
+17.0%
+24.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +1.0% |
| 7D | -7.9% | +0.4% | -8.3% | -7.6% |
| 30D | -4.8% | +4.3% | -9.1% | -3.7% |
| 3M | +8.4% | +2.0% | +6.3% | +9.1% |
| 6M | +12.7% | +10.2% | +2.5% | +14.7% |
| YTD | +41.3% | +14.8% | +26.5% | +45.1% |
| All | +41.0% | +17.0% | +24.0% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling