+44.5%
XDEC vs VT
+61.1%
-16.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -0.6% | -2.3% | +1.8% | +0.4% |
| 30D | -0.8% | -5.0% | +4.1% | +1.4% |
| 3M | +0.6% | -4.9% | +5.5% | +2.7% |
| 6M | +3.2% | -1.5% | +4.7% | +3.6% |
| YTD | +6.7% | +8.5% | -1.8% | +2.2% |
| 1Y | +8.3% | +11.4% | -3.1% | +2.4% |
| 3Y | +30.4% | +70.1% | -39.7% | -0.5% |
| All | +44.5% | +61.1% | -16.6% | +12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling