-97.9%
CXAI vs VT
+73.6%
-171.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | -15.4% | -1.6% | -13.8% | -13.4% |
| 30D | -36.5% | -2.5% | -34.0% | -34.2% |
| 3M | -78.9% | -1.3% | -77.6% | -78.3% |
| 6M | -82.2% | +3.1% | -85.3% | -82.4% |
| YTD | -91.1% | +10.9% | -102.0% | -91.8% |
| 1Y | -95.7% | +12.1% | -107.8% | -96.1% |
| All | -97.9% | +73.6% | -171.5% | -98.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling