+876.3%
XLY price history and return analytics
+368.9%
+507.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | 0.0% |
| 7D | -1.7% | -1.1% | -0.6% | -0.6% |
| 30D | -4.2% | -1.0% | -3.2% | -3.3% |
| 3M | -2.7% | +3.2% | -5.8% | -5.5% |
| 6M | -0.6% | +12.5% | -13.1% | -11.2% |
| YTD | -5.0% | +14.1% | -19.1% | -16.3% |
| 1Y | -4.1% | +18.9% | -23.0% | -18.7% |
| 3Y | +33.6% | +74.1% | -40.5% | -20.0% |
| 5Y | +28.7% | +66.9% | -38.1% | -18.3% |
| 10Y | +219.6% | +228.3% | -8.7% | +13.8% |
| All | +876.3% | +368.9% | +507.4% | +156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling