+75.4%
CXDO vs VT
+144.3%
-68.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | -12.4% | -2.3% | -10.1% | -10.4% |
| 30D | -14.8% | -5.0% | -9.8% | -10.2% |
| 3M | -21.9% | -4.9% | -17.0% | -17.6% |
| 6M | -47.9% | -1.5% | -46.4% | -46.7% |
| YTD | -21.6% | +8.5% | -30.1% | -26.9% |
| 1Y | -24.9% | +11.4% | -36.3% | -31.4% |
| 3Y | +203.6% | +70.1% | +133.5% | +101.5% |
| 5Y | -9.5% | +53.7% | -63.2% | -35.6% |
| All | +75.4% | +144.3% | -68.8% | -24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling