-27.4%
CXDO vs VT
+11.9%
-39.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | -3.0% | +2.4% | -5.3% | -6.5% |
| 30D | -10.5% | -1.5% | -9.0% | -8.3% |
| 3M | -24.8% | -4.1% | -20.7% | -19.3% |
| 6M | -47.3% | +0.6% | -47.9% | -47.0% |
| YTD | -24.0% | +11.0% | -35.0% | -35.6% |
| 1Y | -27.4% | +13.3% | -40.8% | -42.4% |
| All | -27.4% | +11.9% | -39.3% | -42.4% |
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