+99.1%
XAIX vs VT
+50.6%
+48.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +0.8% | +0.4% | +0.4% | +0.2% |
| 30D | +2.2% | +1.0% | +1.2% | +0.9% |
| 3M | -2.8% | +2.4% | -5.2% | -5.4% |
| 6M | +35.4% | +12.0% | +23.4% | +17.3% |
| YTD | +33.6% | +15.3% | +18.3% | +11.6% |
| 1Y | +47.5% | +22.6% | +25.0% | +14.0% |
| All | +99.1% | +50.6% | +48.5% | +18.3% |
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