+47.6%
XDQQ vs VT
+77.2%
-29.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +6.5% | +2.9% | +3.6% | +3.3% |
| 30D | -7.5% | -2.5% | -5.0% | -4.7% |
| 3M | -5.3% | -3.3% | -1.9% | -1.4% |
| 6M | -5.1% | +1.5% | -6.6% | -6.5% |
| YTD | -3.2% | +11.4% | -14.6% | -14.1% |
| 1Y | -1.9% | +11.9% | -13.8% | -13.3% |
| 3Y | +50.0% | +73.9% | -23.9% | -17.8% |
| 5Y | +27.1% | +57.9% | -30.8% | -23.1% |
| All | +47.6% | +77.2% | -29.6% | -19.1% |
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 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