+134.0%
XLC price history and return analytics
+148.0%
-14.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.8% |
| 7D | +6.2% | -0.1% | +6.4% | +6.2% |
| 30D | -2.4% | -3.1% | +0.7% | +0.5% |
| 3M | -3.3% | -3.5% | +0.2% | 0.0% |
| 6M | -7.3% | +0.5% | -7.8% | -8.3% |
| YTD | -7.6% | +10.8% | -18.4% | -17.6% |
| 1Y | -3.7% | +11.9% | -15.6% | -15.0% |
| 3Y | +62.9% | +73.0% | -10.1% | -8.6% |
| 5Y | +41.6% | +58.6% | -17.0% | -12.7% |
| All | +134.0% | +148.0% | -14.0% | -6.4% |
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