+54.9%
XLE vs VTI
+77.6%
-22.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | 0.0% | +0.6% | -0.6% | -0.3% |
| 30D | +12.6% | -1.1% | +13.7% | +13.2% |
| 3M | +11.8% | +3.9% | +7.9% | +9.4% |
| 6M | +16.1% | +14.6% | +1.5% | +6.9% |
| YTD | +46.9% | +13.3% | +33.6% | +36.1% |
| 1Y | +53.3% | +19.2% | +34.1% | +36.8% |
| 3Y | +54.9% | +77.4% | -22.5% | +8.3% |
| All | +54.9% | +77.6% | -22.6% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling