+168.8%
XLB price history and return analytics
+224.4%
-55.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.8% |
| 7D | -1.6% | -0.7% | -0.9% | -1.0% |
| 30D | +7.2% | -1.7% | +9.0% | +9.0% |
| 3M | 0.0% | -2.3% | +2.4% | +2.2% |
| 6M | +2.3% | +1.5% | +0.8% | +0.3% |
| YTD | +18.4% | +12.0% | +6.4% | +4.6% |
| 1Y | +23.3% | +12.9% | +10.5% | +8.1% |
| 3Y | +45.2% | +74.9% | -29.8% | -20.1% |
| 5Y | +31.0% | +59.9% | -29.0% | -20.8% |
| 10Y | +168.8% | +224.6% | -55.9% | -22.1% |
| All | +168.8% | +224.4% | -55.6% | -22.1% |
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 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