+1.9%
CXDO vs VT
+66.2%
-64.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -4.1% | +0.4% | -4.6% | -4.7% |
| 30D | -9.3% | +1.0% | -10.3% | -10.4% |
| 3M | -32.7% | +2.4% | -35.0% | -34.2% |
| 6M | -7.1% | +12.0% | -19.1% | -18.9% |
| YTD | -7.1% | +15.3% | -22.4% | -21.9% |
| 1Y | -7.4% | +22.6% | -30.0% | -27.2% |
| 3Y | +203.5% | +74.7% | +128.9% | +75.9% |
| All | +1.9% | +66.2% | -64.3% | -39.6% |
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