+590.9%
XLI price history and return analytics
+356.5%
+234.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +3.8% | +2.4% | +1.4% | +1.6% |
| 30D | +1.0% | -1.5% | +2.5% | +2.5% |
| 3M | -8.9% | -4.1% | -4.8% | -5.3% |
| 6M | -2.3% | +0.6% | -2.8% | -2.9% |
| YTD | +9.7% | +11.0% | -1.4% | -0.7% |
| 1Y | +12.3% | +13.3% | -1.0% | -0.2% |
| 3Y | +71.5% | +73.4% | -1.9% | +2.4% |
| 5Y | +70.2% | +57.4% | +12.7% | +10.8% |
| 10Y | +227.5% | +221.7% | +5.8% | +12.6% |
| All | +590.9% | +356.5% | +234.4% | +76.2% |
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 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