+169.4%
XLV vs VTI
+305.0%
-135.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.7% |
| 7D | -3.6% | -0.9% | -2.7% | -2.9% |
| 30D | -1.8% | -1.4% | -0.4% | -0.9% |
| 3M | +7.8% | +3.6% | +4.2% | +4.9% |
| 6M | +9.1% | +13.6% | -4.5% | -0.6% |
| YTD | +7.7% | +12.9% | -5.2% | -1.5% |
| 1Y | +20.4% | +17.2% | +3.2% | +7.1% |
| 3Y | +30.8% | +75.7% | -44.9% | -14.6% |
| 5Y | +34.6% | +75.4% | -40.8% | -13.1% |
| All | +169.4% | +305.0% | -135.7% | -17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling