-30.0%
CXDO vs VT
+13.0%
-43.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -4.7% |
| 7D | -11.1% | +0.4% | -11.5% | -12.0% |
| 30D | -14.3% | -2.6% | -11.7% | -10.3% |
| 3M | -24.4% | -3.2% | -21.2% | -20.0% |
| 6M | -46.2% | +0.9% | -47.1% | -46.2% |
| YTD | -22.1% | +11.3% | -33.4% | -35.4% |
| All | -30.0% | +13.0% | -43.0% | -43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling