+28.7%
PXE vs VT
+69.7%
-41.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -14.6% | -2.3% | -12.3% | -13.5% |
| 30D | -7.6% | -5.0% | -2.7% | -5.0% |
| 3M | +5.6% | -4.9% | +10.5% | +8.5% |
| 6M | +5.6% | -1.5% | +7.2% | +5.4% |
| YTD | +39.1% | +8.5% | +30.6% | +26.2% |
| 1Y | +39.5% | +11.4% | +28.2% | +22.9% |
| 3Y | +28.7% | +70.1% | -41.3% | -30.8% |
| All | +28.7% | +69.7% | -41.0% | -30.8% |
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