+179.2%
XLE price history and return analytics
+221.8%
-42.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +5.4% | +2.4% | +3.1% | +2.9% |
| 30D | -3.9% | -1.5% | -2.4% | -2.8% |
| 3M | +7.0% | -4.1% | +11.1% | +11.0% |
| 6M | +14.2% | +0.6% | +13.7% | +11.7% |
| YTD | +48.2% | +11.0% | +37.1% | +28.6% |
| 1Y | +47.7% | +13.3% | +34.3% | +25.2% |
| 3Y | +70.0% | +73.4% | -3.4% | -12.4% |
| 5Y | +169.1% | +57.4% | +111.7% | +53.8% |
| All | +179.2% | +221.8% | -42.6% | -28.5% |
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