+1,081.0%
XAR vs VT
+436.3%
+644.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.4% | +0.4% | -3.8% | -3.8% |
| 30D | -10.3% | +1.0% | -11.3% | -11.2% |
| 3M | -9.8% | +2.4% | -12.2% | -11.8% |
| 6M | -11.9% | +12.0% | -23.9% | -21.0% |
| YTD | +4.9% | +15.3% | -10.4% | -8.6% |
| 1Y | +17.9% | +22.6% | -4.7% | -3.2% |
| 3Y | +109.9% | +74.7% | +35.3% | +21.6% |
| 5Y | +113.0% | +66.1% | +46.9% | +29.6% |
| 10Y | +359.2% | +225.0% | +134.1% | +57.2% |
| All | +1,081.0% | +436.3% | +644.7% | +211.6% |
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