-7.9%
XELLL vs VT
+11.0%
-18.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +3.3% | -2.3% | +5.6% | +3.7% |
| 30D | +4.9% | -5.0% | +9.9% | +5.9% |
| 3M | -4.8% | -4.9% | +0.1% | -3.9% |
| 6M | -8.6% | -1.5% | -7.1% | -8.3% |
| YTD | -7.6% | +8.5% | -16.1% | -8.7% |
| 1Y | -7.9% | +11.4% | -19.3% | -9.2% |
| All | -7.9% | +11.0% | -18.9% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling