-47.5%
PXED vs VT
+10.5%
-58.0%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | +0.2% | -9.2% | -9.0% |
| 7D | -18.1% | -2.3% | -15.8% | -17.3% |
| 30D | -23.8% | -5.0% | -18.9% | -21.7% |
| 3M | -31.1% | -4.9% | -26.2% | -29.2% |
| 6M | -34.2% | -1.5% | -32.6% | -34.2% |
| YTD | -33.9% | +8.5% | -42.4% | -40.4% |
| 1Y | -39.5% | +11.4% | -50.9% | -46.5% |
| All | -47.5% | +10.5% | -58.0% | -53.4% |
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