+164.7%
XLB price history and return analytics
+222.7%
-58.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | 0.0% | +2.9% | -2.9% | -2.9% |
| 30D | +5.3% | -2.5% | +7.8% | +7.9% |
| 3M | 0.0% | -3.3% | +3.3% | +3.3% |
| 6M | +1.2% | +1.5% | -0.3% | -0.8% |
| YTD | +16.9% | +11.4% | +5.5% | +3.9% |
| 1Y | +20.9% | +11.9% | +9.0% | +6.9% |
| 3Y | +43.3% | +73.9% | -30.6% | -20.7% |
| 5Y | +28.3% | +57.9% | -29.6% | -21.3% |
| All | +164.7% | +222.7% | -58.0% | -22.5% |
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