+102.9%
XLP vs VEU
+149.3%
-46.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -1.4% | +1.7% | -3.1% | -2.2% |
| 30D | -1.3% | +1.0% | -2.3% | -1.8% |
| 3M | +1.8% | +5.6% | -3.8% | -1.2% |
| 6M | -0.8% | +13.7% | -14.5% | -7.7% |
| YTD | +9.5% | +17.7% | -8.2% | 0.0% |
| 1Y | +7.2% | +25.8% | -18.6% | -5.6% |
| 3Y | +27.1% | +77.1% | -50.0% | -7.9% |
| 5Y | +32.0% | +57.1% | -25.1% | +1.6% |
| 10Y | +102.9% | +149.8% | -46.9% | +14.0% |
| All | +102.9% | +149.3% | -46.4% | +14.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling