-72.1%
XCUR vs VT
+12.5%
-84.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.3% | -0.5% | +21.8% | +21.4% |
| 7D | +6.9% | -0.1% | +7.1% | +7.5% |
| 30D | +2.9% | -3.1% | +5.9% | +3.6% |
| 3M | -21.2% | -3.5% | -17.7% | -20.6% |
| 6M | -68.0% | +0.5% | -68.4% | -67.8% |
| YTD | -80.1% | +10.8% | -90.9% | -78.9% |
| 1Y | -72.1% | +11.9% | -84.0% | -69.6% |
| All | -72.1% | +12.5% | -84.6% | -69.6% |
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 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