-54.9%
CXM vs VT
+74.4%
-129.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -2.8% | -0.1% | -2.7% | -2.9% |
| 30D | +18.1% | -3.1% | +21.2% | +21.0% |
| 3M | -5.9% | -3.5% | -2.4% | -3.4% |
| 6M | +22.3% | +0.5% | +21.9% | +20.2% |
| YTD | -16.2% | +10.8% | -27.0% | -26.8% |
| 1Y | -12.5% | +11.9% | -24.4% | -24.6% |
| 3Y | -54.9% | +73.0% | -127.9% | -74.9% |
| All | -54.9% | +74.4% | -129.3% | -74.9% |
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