+80.9%
XLI price history and return analytics
+65.7%
+15.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -0.6% | -0.1% | -0.4% | -0.4% |
| 30D | -6.9% | -0.7% | -6.3% | -6.4% |
| 3M | -1.9% | +4.0% | -5.9% | -5.4% |
| 6M | +1.0% | +12.3% | -11.3% | -9.4% |
| YTD | +11.3% | +14.0% | -2.7% | -1.5% |
| 1Y | +15.8% | +20.3% | -4.5% | -2.6% |
| 3Y | +69.8% | +75.4% | -5.6% | +1.3% |
| 5Y | +80.9% | +66.0% | +14.9% | +12.1% |
| All | +80.9% | +65.7% | +15.2% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling