+676.8%
XLE vs VTI
+964.9%
-288.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +11.8% | 0.0% | +11.8% | +11.6% |
| 3M | +9.8% | +2.0% | +7.8% | +6.7% |
| 6M | +15.6% | +13.0% | +2.6% | -0.3% |
| YTD | +45.3% | +13.9% | +31.3% | +23.9% |
| 1Y | +48.3% | +20.0% | +28.3% | +19.3% |
| 3Y | +55.4% | +75.8% | -20.4% | -19.2% |
| 5Y | +216.1% | +73.8% | +142.2% | +61.3% |
| 10Y | +178.4% | +297.5% | -119.1% | -42.2% |
| All | +676.8% | +964.9% | -288.2% | -42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling