+225.7%
XLE vs VT
+66.2%
+159.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | 0.0% | +1.0% | -1.0% | -0.6% |
| 30D | +12.6% | -0.2% | +12.9% | +12.7% |
| 3M | +11.8% | +4.5% | +7.3% | +8.2% |
| 6M | +16.1% | +14.1% | +2.0% | +4.9% |
| YTD | +46.9% | +14.8% | +32.1% | +31.9% |
| 1Y | +53.3% | +21.2% | +32.1% | +31.7% |
| 3Y | +54.9% | +76.6% | -21.6% | -0.8% |
| 5Y | +225.7% | +66.6% | +159.1% | +118.9% |
| All | +225.7% | +66.2% | +159.5% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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