-99.8%
XAIR vs VT
+137.2%
-237.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | -3.6% | -2.3% | -1.3% | -1.8% |
| 30D | -15.0% | -5.0% | -10.0% | -11.4% |
| 3M | -61.2% | -4.9% | -56.3% | -59.5% |
| 6M | -80.9% | -1.5% | -79.3% | -80.6% |
| YTD | -85.1% | +8.5% | -93.6% | -86.1% |
| 1Y | -93.8% | +11.4% | -105.1% | -94.3% |
| 3Y | -99.7% | +70.1% | -169.8% | -99.8% |
| 5Y | -100.0% | +53.7% | -153.7% | -100.0% |
| All | -99.8% | +137.2% | -237.0% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling