+1,959.3%
XLK price history and return analytics
+371.8%
+1,587.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | +2.3% | +1.0% | +1.3% | +1.3% |
| 30D | -0.1% | -0.2% | +0.2% | +0.2% |
| 3M | +2.1% | +4.5% | -2.4% | -1.8% |
| 6M | +37.2% | +14.1% | +23.1% | +21.5% |
| YTD | +30.8% | +14.8% | +16.1% | +15.3% |
| 1Y | +42.6% | +21.2% | +21.4% | +19.5% |
| 3Y | +121.8% | +76.6% | +45.2% | +32.2% |
| 5Y | +145.7% | +66.6% | +79.1% | +57.6% |
| 10Y | +782.1% | +222.3% | +559.8% | +231.7% |
| All | +1,959.3% | +371.8% | +1,587.5% | +455.4% |
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