+211.4%
CXDO vs VT
+75.0%
+136.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | -4.1% | +0.4% | -4.6% | -5.0% |
| 30D | -9.3% | +1.0% | -10.3% | -11.0% |
| 3M | -32.7% | +2.4% | -35.0% | -35.2% |
| 6M | -7.1% | +12.0% | -19.1% | -25.3% |
| YTD | -7.1% | +15.3% | -22.4% | -30.0% |
| 1Y | -7.4% | +22.6% | -30.0% | -38.0% |
| All | +211.4% | +75.0% | +136.4% | +17.5% |
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 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