+68.4%
XDSQ vs VT
+72.6%
-4.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -2.7% | -2.3% | -0.4% | -0.7% |
| 30D | -4.8% | -5.0% | +0.1% | -0.6% |
| 3M | -2.3% | -4.9% | +2.5% | +1.9% |
| 6M | +2.0% | -1.5% | +3.5% | +3.0% |
| YTD | +3.8% | +8.5% | -4.7% | -3.9% |
| 1Y | +7.6% | +11.4% | -3.7% | -2.6% |
| 3Y | +52.9% | +70.1% | -17.2% | -4.2% |
| 5Y | +51.5% | +53.7% | -2.2% | +2.1% |
| All | +68.4% | +72.6% | -4.2% | +5.1% |
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