+47.8%
XDQQ vs VT
+78.3%
-30.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.1% |
| 7D | -0.3% | -0.7% | +0.4% | +0.6% |
| 30D | -7.7% | -1.7% | -5.9% | -5.7% |
| 3M | -4.4% | -2.3% | -2.1% | -1.7% |
| 6M | -4.9% | +1.5% | -6.4% | -6.4% |
| YTD | -3.1% | +12.0% | -15.2% | -14.5% |
| 1Y | -1.6% | +12.9% | -14.5% | -13.8% |
| 3Y | +50.1% | +74.9% | -24.8% | -18.3% |
| 5Y | +27.8% | +59.9% | -32.1% | -23.6% |
| All | +47.8% | +78.3% | -30.5% | -19.5% |
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