-96.5%
XCH vs VT
+41.5%
-138.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.8% | -0.3% | +24.1% | +24.1% |
| 7D | +6.2% | +2.4% | +3.9% | +3.8% |
| 30D | +130.8% | -1.5% | +132.3% | +134.2% |
| 3M | -4.1% | -4.1% | 0.0% | -0.1% |
| 6M | -64.1% | +0.6% | -64.6% | -65.3% |
| YTD | -77.4% | +11.0% | -88.5% | -81.7% |
| 1Y | -82.7% | +13.3% | -96.0% | -86.4% |
| All | -96.5% | +41.5% | -138.0% | -86.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling