-5.1%
RXO vs VT
+107.2%
-112.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.8% |
| 7D | -0.9% | +1.0% | -2.0% | -2.5% |
| 30D | -8.2% | -0.2% | -8.0% | -7.6% |
| 3M | -29.0% | +4.5% | -33.6% | -34.1% |
| 6M | +45.0% | +14.1% | +30.9% | +16.0% |
| YTD | +57.6% | +14.8% | +42.8% | +25.9% |
| 1Y | +17.0% | +21.2% | -4.2% | -13.3% |
| 3Y | +13.2% | +76.6% | -63.3% | -47.5% |
| All | -5.1% | +107.2% | -112.3% | -64.1% |
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