+74.7%
CXDO vs VT
+152.3%
-77.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.8% |
| 7D | -3.5% | -0.7% | -2.8% | -2.9% |
| 30D | -14.6% | -1.7% | -12.8% | -13.0% |
| 3M | -21.5% | -2.3% | -19.2% | -19.5% |
| 6M | -46.7% | +1.5% | -48.2% | -47.1% |
| YTD | -21.9% | +12.0% | -34.0% | -29.6% |
| 1Y | -32.5% | +12.9% | -45.4% | -39.4% |
| 3Y | +163.0% | +74.9% | +88.1% | +69.2% |
| 5Y | -11.4% | +59.9% | -71.3% | -39.4% |
| All | +74.7% | +152.3% | -77.6% | -27.0% |
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