+169.4%
XLV price history and return analytics
+229.8%
-60.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | -3.6% | -1.1% | -2.4% | -2.8% |
| 30D | -1.8% | -1.0% | -0.8% | -1.2% |
| 3M | +7.8% | +3.2% | +4.6% | +5.1% |
| 6M | +9.1% | +12.5% | -3.4% | -0.5% |
| YTD | +7.7% | +14.1% | -6.3% | -2.8% |
| 1Y | +20.4% | +18.9% | +1.5% | +5.2% |
| 3Y | +30.8% | +74.1% | -43.3% | -15.2% |
| 5Y | +34.6% | +66.9% | -32.2% | -10.5% |
| All | +169.4% | +229.8% | -60.4% | +0.8% |
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