-99.7%
CXAI vs VT
+83.4%
-183.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.4% |
| 7D | -7.8% | -0.7% | -7.1% | -6.2% |
| 30D | -28.3% | -1.7% | -26.5% | -26.2% |
| 3M | -82.6% | -2.3% | -80.3% | -81.9% |
| 6M | -79.9% | +1.5% | -81.4% | -79.6% |
| YTD | -91.4% | +12.0% | -103.5% | -91.9% |
| 1Y | -95.0% | +12.9% | -107.8% | -95.3% |
| 3Y | -97.9% | +74.9% | -172.9% | -98.5% |
| 5Y | -99.7% | +59.9% | -159.6% | -99.8% |
| All | -99.7% | +83.4% | -183.1% | -99.8% |
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