+313.3%
XLU vs VT
+355.4%
-42.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.1% |
| 7D | +0.7% | -0.1% | +0.9% | +0.7% |
| 30D | +5.6% | -3.1% | +8.7% | +7.3% |
| 3M | +2.1% | -3.5% | +5.6% | +4.1% |
| 6M | -0.9% | +0.5% | -1.3% | -1.6% |
| YTD | +4.6% | +10.8% | -6.2% | -2.2% |
| 1Y | +0.3% | +11.9% | -11.6% | -6.7% |
| 3Y | +58.6% | +73.0% | -14.4% | +13.4% |
| 5Y | +51.5% | +58.6% | -7.1% | +12.8% |
| 10Y | +159.4% | +219.2% | -59.8% | +26.6% |
| All | +313.3% | +355.4% | -42.2% | +41.1% |
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