+35.5%
XLV vs VTI
+74.4%
-38.9%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | -3.6% | -0.9% | -2.7% | -3.1% |
| 30D | -1.8% | -1.4% | -0.4% | -1.1% |
| 3M | +7.8% | +3.6% | +4.2% | +5.6% |
| 6M | +9.1% | +13.6% | -4.5% | +1.5% |
| YTD | +7.7% | +12.9% | -5.2% | +0.5% |
| 1Y | +20.4% | +17.2% | +3.2% | +9.9% |
| 3Y | +30.8% | +75.7% | -44.9% | -6.4% |
| All | +35.5% | +74.4% | -38.9% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling