+46.6%
XLE vs VTI
+11.9%
+34.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.4% |
| 7D | +4.4% | +3.4% | +1.0% | +5.5% |
| 30D | -4.3% | -2.3% | -2.0% | -5.1% |
| 3M | +6.0% | -2.2% | +8.2% | +5.2% |
| 6M | +13.2% | +3.3% | +10.0% | +15.0% |
| YTD | +46.7% | +12.1% | +34.6% | +53.0% |
| 1Y | +46.6% | +12.2% | +34.4% | +53.2% |
| All | +46.6% | +11.9% | +34.7% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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