+173.9%
XLE price history and return analytics
+224.4%
-50.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.7% | +0.7% |
| 7D | -0.2% | -0.7% | +0.5% | +0.4% |
| 30D | -4.0% | -1.7% | -2.3% | -2.6% |
| 3M | +4.6% | -2.3% | +6.9% | +6.4% |
| 6M | +12.3% | +1.5% | +10.8% | +8.8% |
| YTD | +44.5% | +12.0% | +32.5% | +24.3% |
| 1Y | +42.4% | +12.9% | +29.5% | +21.3% |
| 3Y | +67.0% | +74.9% | -7.9% | -14.7% |
| 5Y | +161.9% | +59.9% | +102.0% | +47.0% |
| 10Y | +173.9% | +224.6% | -50.8% | -30.3% |
| All | +173.9% | +224.4% | -50.5% | -30.3% |
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