+274.7%
XLB price history and return analytics
+357.6%
-82.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.7% |
| 7D | -1.4% | +0.4% | -1.7% | -1.8% |
| 30D | +7.1% | -2.6% | +9.7% | +9.8% |
| 3M | +0.6% | -3.2% | +3.8% | +3.8% |
| 6M | +3.5% | +0.9% | +2.5% | +2.1% |
| YTD | +18.2% | +11.3% | +6.9% | +5.7% |
| 1Y | +25.6% | +14.0% | +11.6% | +9.6% |
| 3Y | +46.7% | +75.8% | -29.2% | -17.4% |
| 5Y | +30.9% | +57.8% | -26.9% | -17.8% |
| 10Y | +167.7% | +219.8% | -52.1% | -15.7% |
| All | +274.7% | +357.6% | -82.9% | -21.0% |
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