+19.4%
XCEM vs VT
+10.5%
+8.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.1% |
| 7D | -5.7% | -2.3% | -3.4% | -1.6% |
| 30D | -16.0% | -5.0% | -11.0% | -7.9% |
| 3M | -10.4% | -4.9% | -5.5% | -1.8% |
| 6M | -12.5% | -1.5% | -10.9% | -8.6% |
| YTD | +14.3% | +8.5% | +5.9% | +5.5% |
| 1Y | +19.4% | +11.4% | +8.0% | +7.8% |
| All | +19.4% | +10.5% | +8.9% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling