+73.0%
VEA vs XRT
+58.7%
+14.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.3% | +1.7% | +0.5% | +1.6% |
| 30D | +0.2% | +7.5% | -7.3% | -2.7% |
| 3M | -5.3% | +2.2% | -7.5% | -6.3% |
| 6M | -0.9% | +14.7% | -15.6% | -6.6% |
| YTD | +12.2% | +7.5% | +4.7% | +8.3% |
| 1Y | +16.1% | +14.1% | +2.0% | +9.5% |
| 3Y | +73.0% | +58.8% | +14.2% | +43.5% |
| All | +73.0% | +58.7% | +14.3% | +43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling