+54.0%
XDQQ vs VT
+83.5%
-29.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | -0.4% | +1.0% | -1.3% | -1.4% |
| 3M | -1.6% | +2.4% | -4.0% | -4.2% |
| 6M | +0.6% | +12.0% | -11.4% | -11.4% |
| YTD | +1.0% | +15.3% | -14.4% | -13.9% |
| 1Y | +8.6% | +22.6% | -14.0% | -13.4% |
| 3Y | +54.3% | +74.7% | -20.4% | -16.0% |
| 5Y | +34.7% | +66.1% | -31.5% | -23.0% |
| All | +54.0% | +83.5% | -29.5% | -19.0% |
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