+49.9%
XLE vs VTV
+28.2%
+21.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.5% | -6.2% | -4.7% |
| 7D | -7.2% | +1.8% | -9.0% | -7.2% |
| 30D | +0.1% | +6.0% | -5.9% | -0.3% |
| 3M | +9.2% | +3.7% | +5.5% | +8.9% |
| 6M | +8.4% | +13.9% | -5.6% | +6.3% |
| YTD | +44.9% | +22.8% | +22.1% | +36.0% |
| 1Y | +49.9% | +27.9% | +22.0% | +37.5% |
| All | +49.9% | +28.2% | +21.6% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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