+43.8%
XLEI price history and return analytics
+21.2%
+22.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.7% |
| 7D | +4.4% | +2.9% | +1.5% | +4.7% |
| 30D | -2.8% | -2.5% | -0.3% | -3.0% |
| 3M | +5.8% | -3.3% | +9.1% | +5.5% |
| 6M | +14.5% | +1.5% | +13.0% | +14.7% |
| YTD | +34.7% | +11.4% | +23.3% | +33.3% |
| 1Y | +37.5% | +11.9% | +25.6% | +36.0% |
| All | +43.8% | +21.2% | +22.6% | +37.2% |
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