-99.3%
CXAI vs VT
+66.2%
-165.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -5.5% | +0.4% | -6.0% | -6.0% |
| 30D | -52.0% | +1.0% | -52.9% | -52.3% |
| 3M | -73.3% | +2.4% | -75.6% | -73.6% |
| 6M | -66.1% | +12.0% | -78.1% | -68.8% |
| YTD | -79.5% | +15.3% | -94.8% | -81.5% |
| 1Y | -89.4% | +22.6% | -112.0% | -90.8% |
| 3Y | -97.8% | +74.7% | -172.5% | -98.5% |
| All | -99.3% | +66.2% | -165.5% | -99.5% |
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