+44.4%
XLU price history and return analytics
+63.7%
-19.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -1.2% | -2.0% | +0.8% | -0.3% |
| 30D | -2.5% | -1.4% | -1.1% | -1.9% |
| 3M | -2.7% | +4.7% | -7.5% | -5.0% |
| 6M | -7.5% | +11.4% | -18.8% | -12.5% |
| YTD | +0.9% | +13.1% | -12.1% | -5.4% |
| 1Y | +3.3% | +19.0% | -15.7% | -5.8% |
| 3Y | +47.3% | +73.9% | -26.6% | +9.1% |
| 5Y | +44.4% | +65.4% | -21.0% | +4.1% |
| All | +44.4% | +63.7% | -19.3% | +4.1% |
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