+19.9%
VGT vs XME
+5.2%
+14.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -6.5% | -5.5% | -1.0% | -4.2% |
| 30D | -10.6% | -11.1% | +0.6% | -6.0% |
| 3M | -3.7% | -11.1% | +7.4% | +0.6% |
| 6M | +10.4% | -18.0% | +28.4% | +19.0% |
| YTD | +23.1% | -7.4% | +30.4% | +24.3% |
| 1Y | +19.9% | +6.7% | +13.2% | +12.7% |
| All | +19.9% | +5.2% | +14.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling