+20.7%
XLK vs VEU
+17.0%
+3.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -2.3% |
| 7D | -7.6% | +0.2% | -7.8% | -7.8% |
| 30D | -12.2% | -2.1% | -10.0% | -9.9% |
| 3M | -5.5% | -2.7% | -2.7% | -2.4% |
| 6M | +9.2% | +3.2% | +6.0% | +6.9% |
| YTD | +23.0% | +12.6% | +10.5% | +7.4% |
| 1Y | +20.7% | +17.1% | +3.6% | -0.3% |
| All | +20.7% | +17.0% | +3.7% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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