+124.6%
XLP price history and return analytics
+215.5%
-90.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +0.7% | -2.3% | +3.1% | +1.9% |
| 30D | +10.3% | -5.0% | +15.2% | +13.1% |
| 3M | +6.5% | -4.9% | +11.4% | +9.2% |
| 6M | +8.4% | -1.5% | +9.9% | +8.6% |
| YTD | +18.2% | +8.5% | +9.7% | +11.9% |
| 1Y | +22.4% | +11.4% | +11.0% | +14.1% |
| 3Y | +41.9% | +70.1% | -28.2% | +1.6% |
| 5Y | +40.9% | +53.7% | -12.9% | +6.4% |
| All | +124.6% | +215.5% | -90.9% | +3.9% |
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