+162.4%
XLU vs VT
+221.8%
-59.3%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | +2.1% | +2.4% | -0.2% | +0.7% |
| 30D | +5.6% | -1.5% | +7.1% | +6.4% |
| 3M | +0.7% | -4.1% | +4.9% | +3.1% |
| 6M | -0.1% | +0.6% | -0.6% | -0.9% |
| YTD | +5.3% | +11.0% | -5.7% | -2.1% |
| 1Y | +2.2% | +13.3% | -11.2% | -6.2% |
| 3Y | +61.6% | +73.4% | -11.8% | +11.8% |
| 5Y | +53.6% | +57.4% | -3.9% | +12.0% |
| All | +162.4% | +221.8% | -59.3% | +13.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling