+1,707.9%
XLK vs VT
+346.0%
+1,361.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.2% |
| 7D | -8.2% | -2.3% | -5.9% | -5.9% |
| 30D | -18.2% | -5.0% | -13.2% | -13.7% |
| 3M | -11.0% | -4.9% | -6.1% | -6.1% |
| 6M | -2.9% | -1.5% | -1.3% | -0.4% |
| YTD | +14.8% | +8.5% | +6.4% | +7.4% |
| 1Y | +14.5% | +11.4% | +3.2% | +4.5% |
| 3Y | +94.2% | +70.1% | +24.1% | +20.6% |
| 5Y | +104.6% | +53.7% | +50.9% | +42.2% |
| 10Y | +690.2% | +220.0% | +470.3% | +203.2% |
| All | +1,707.9% | +346.0% | +1,361.8% | +417.2% |
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