+20.3%
XLKI vs VT
+21.2%
-1.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.7% |
| 7D | +7.0% | +2.9% | +4.1% | +3.2% |
| 30D | -10.2% | -2.5% | -7.7% | -7.0% |
| 3M | -7.8% | -3.3% | -4.4% | -3.5% |
| 6M | -3.5% | +1.5% | -5.0% | -4.3% |
| YTD | +9.3% | +11.4% | -2.1% | -2.1% |
| 1Y | +8.9% | +11.9% | -3.0% | -3.0% |
| All | +20.3% | +21.2% | -1.0% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling