-62.5%
XE vs VT
+5.3%
-67.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -3.6% |
| 7D | +8.9% | -0.7% | +9.6% | +11.5% |
| 30D | -16.4% | -1.7% | -14.6% | -11.0% |
| 3M | -46.8% | -2.3% | -44.5% | -41.9% |
| 6M | -67.0% | +1.5% | -68.5% | -67.8% |
| All | -62.5% | +5.3% | -67.9% | -67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling