+91.6%
PXE vs VT
+346.0%
-254.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -14.6% | -2.3% | -12.3% | -12.4% |
| 30D | -7.6% | -5.0% | -2.7% | -2.3% |
| 3M | +5.6% | -4.9% | +10.5% | +11.3% |
| 6M | +5.6% | -1.5% | +7.2% | +5.4% |
| YTD | +39.1% | +8.5% | +30.6% | +20.9% |
| 1Y | +39.5% | +11.4% | +28.2% | +17.1% |
| 3Y | +28.7% | +70.1% | -41.3% | -36.6% |
| 5Y | +106.8% | +53.7% | +53.1% | +14.8% |
| 10Y | +144.3% | +220.0% | -75.6% | -43.1% |
| All | +91.6% | +346.0% | -254.4% | -73.8% |
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 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