+3,310.4%
V vs XRT
+635.4%
+2,674.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.9% |
| 7D | +2.2% | +0.9% | +1.3% | +1.7% |
| 30D | +13.6% | +7.9% | +5.6% | +9.0% |
| 3M | +14.3% | -0.2% | +14.5% | +14.2% |
| 6M | +33.1% | +5.6% | +27.5% | +28.6% |
| YTD | +21.2% | +5.7% | +15.6% | +16.6% |
| 1Y | +26.4% | +14.6% | +11.8% | +16.3% |
| 3Y | +77.6% | +50.7% | +26.9% | +36.5% |
| 5Y | +102.6% | -4.8% | +107.4% | +95.0% |
| 10Y | +464.4% | +152.6% | +311.8% | +163.5% |
| All | +3,310.4% | +635.4% | +2,674.9% | +598.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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