+42.7%
XLP price history and return analytics
+53.2%
-10.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | +0.7% |
| 7D | +3.5% | -4.2% | +7.7% | +5.0% |
| 30D | +11.6% | -5.8% | +17.4% | +13.9% |
| 3M | +7.6% | -5.2% | +12.9% | +9.6% |
| 6M | +10.0% | +0.1% | +9.9% | +9.3% |
| YTD | +19.7% | +8.2% | +11.5% | +15.0% |
| 1Y | +23.5% | +10.1% | +13.3% | +17.6% |
| 3Y | +44.0% | +69.7% | -25.7% | +10.4% |
| 5Y | +42.7% | +53.4% | -10.7% | +12.0% |
| All | +42.7% | +53.2% | -10.5% | +12.0% |
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