+148.7%
XLK vs VTI
+74.4%
+74.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.2% |
| 7D | +0.2% | -0.9% | +1.1% | +1.4% |
| 30D | -0.6% | -1.4% | +0.8% | +1.4% |
| 3M | +2.6% | +3.6% | -1.0% | -1.8% |
| 6M | +34.0% | +13.6% | +20.4% | +14.2% |
| YTD | +30.7% | +12.9% | +17.8% | +12.5% |
| 1Y | +39.2% | +17.2% | +22.0% | +14.4% |
| 3Y | +120.4% | +75.7% | +44.7% | +9.8% |
| All | +148.7% | +74.4% | +74.4% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling