+135.9%
XLU price history and return analytics
+229.8%
-93.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | -1.6% | -1.1% | -0.5% | -0.9% |
| 30D | -3.3% | -1.0% | -2.3% | -2.8% |
| 3M | -3.2% | +3.2% | -6.3% | -5.1% |
| 6M | -7.0% | +12.5% | -19.4% | -13.9% |
| YTD | +0.6% | +14.1% | -13.4% | -7.8% |
| 1Y | +2.4% | +18.9% | -16.5% | -8.6% |
| 3Y | +46.3% | +74.1% | -27.8% | +1.2% |
| 5Y | +44.0% | +66.9% | -22.9% | +1.1% |
| All | +135.9% | +229.8% | -93.9% | +0.3% |
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