-96.7%
XCH vs VT
+38.2%
-134.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.1% |
| 7D | +20.0% | -2.3% | +22.3% | +23.5% |
| 30D | +55.8% | -5.0% | +60.8% | +64.0% |
| 3M | -20.0% | -4.9% | -15.1% | -16.3% |
| 6M | -75.6% | -1.5% | -74.0% | -76.0% |
| YTD | -78.8% | +8.5% | -87.2% | -82.3% |
| 1Y | -83.2% | +11.4% | -94.6% | -86.7% |
| All | -96.7% | +38.2% | -134.9% | -86.7% |
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