+381.9%
XENE vs VT
+221.8%
+160.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.0% |
| 7D | +3.3% | +2.4% | +1.0% | +1.2% |
| 30D | +19.4% | -1.5% | +20.9% | +21.1% |
| 3M | -37.0% | -4.1% | -32.9% | -34.5% |
| 6M | -27.6% | +0.6% | -28.1% | -28.2% |
| YTD | -9.7% | +11.0% | -20.7% | -18.6% |
| 1Y | +1.1% | +13.3% | -12.2% | -10.6% |
| 3Y | +36.3% | +73.4% | -37.1% | -18.7% |
| 5Y | +28.7% | +57.4% | -28.8% | -15.6% |
| All | +381.9% | +221.8% | +160.1% | +119.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling