-48.8%
PXED vs VT
+14.1%
-62.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -11.7% | -0.7% | -11.0% | -11.3% |
| 30D | -21.4% | -1.7% | -19.7% | -20.6% |
| 3M | -29.7% | -2.3% | -27.4% | -28.8% |
| 6M | -36.3% | +1.5% | -37.8% | -37.2% |
| YTD | -35.5% | +12.0% | -47.5% | -42.8% |
| 1Y | -36.4% | +12.9% | -49.3% | -42.9% |
| All | -48.8% | +14.1% | -62.9% | -55.3% |
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