-48.2%
PXED vs VT
+13.1%
-61.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | -1.3% | +2.4% | -3.6% | -2.5% |
| 30D | -18.7% | -1.5% | -17.2% | -18.1% |
| 3M | -29.4% | -4.1% | -25.3% | -27.7% |
| 6M | -32.1% | +0.6% | -32.7% | -32.8% |
| YTD | -34.8% | +11.0% | -45.8% | -41.9% |
| 1Y | -27.7% | +13.3% | -41.0% | -36.6% |
| All | -48.2% | +13.1% | -61.3% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling