+615.6%
XLI vs VT
+374.2%
+241.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.1% | +0.4% | -1.5% | -1.5% |
| 30D | -5.9% | +1.0% | -6.9% | -6.8% |
| 3M | -0.3% | +2.4% | -2.6% | -2.5% |
| 6M | +0.1% | +12.0% | -11.9% | -10.0% |
| YTD | +13.6% | +15.3% | -1.8% | -0.7% |
| 1Y | +17.2% | +22.6% | -5.4% | -3.2% |
| 3Y | +68.2% | +74.7% | -6.5% | -0.2% |
| 5Y | +80.7% | +66.1% | +14.6% | +11.9% |
| 10Y | +253.3% | +225.0% | +28.3% | +20.2% |
| All | +615.6% | +374.2% | +241.4% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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