+12.3%
XLE vs VTI
+3.8%
+8.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +2.3% |
| 7D | -0.2% | -0.7% | +0.5% | -0.7% |
| 30D | -4.0% | -1.9% | -2.1% | -5.0% |
| 3M | +4.6% | -1.4% | +6.1% | +3.8% |
| 6M | +12.3% | +3.5% | +8.8% | +15.0% |
| All | +12.3% | +3.8% | +8.5% | +15.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling