+225.0%
XLE vs VTI
+74.1%
+150.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | 0.0% | +0.6% | -0.6% | -0.4% |
| 30D | +12.6% | -1.1% | +13.7% | +13.3% |
| 3M | +11.8% | +3.9% | +7.9% | +8.9% |
| 6M | +16.1% | +14.6% | +1.5% | +5.7% |
| YTD | +46.9% | +13.3% | +33.6% | +34.6% |
| 1Y | +53.3% | +19.2% | +34.1% | +35.5% |
| 3Y | +54.9% | +77.4% | -22.5% | +4.2% |
| All | +225.0% | +74.1% | +150.9% | +118.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling