-11.4%
CXDO vs VT
+59.8%
-71.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -1.1% |
| 7D | -3.5% | -0.7% | -2.8% | -2.7% |
| 30D | -14.6% | -1.7% | -12.8% | -12.6% |
| 3M | -21.5% | -2.3% | -19.2% | -19.0% |
| 6M | -46.7% | +1.5% | -48.2% | -47.3% |
| YTD | -21.9% | +12.0% | -34.0% | -31.9% |
| 1Y | -32.5% | +12.9% | -45.4% | -41.5% |
| 3Y | +163.0% | +74.9% | +88.1% | +54.0% |
| 5Y | -11.4% | +59.9% | -71.3% | -46.7% |
| All | -11.4% | +59.8% | -71.2% | -46.7% |
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