+3.8%
VT vs XE
-63.5%
+67.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.9% | -0.3% |
| 7D | -1.6% | -4.9% | +3.2% | -1.3% |
| 30D | -2.5% | -23.6% | +21.1% | -1.0% |
| 3M | -1.3% | -36.9% | +35.6% | +0.9% |
| 6M | +3.1% | -64.0% | +67.1% | +7.6% |
| All | +3.8% | -63.5% | +67.4% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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