+5.3%
XENE vs VT
+13.0%
-7.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +1.2% |
| 7D | +7.5% | +0.4% | +7.2% | +7.3% |
| 30D | +11.0% | -2.6% | +13.6% | +13.2% |
| 3M | -36.2% | -3.2% | -32.9% | -34.6% |
| 6M | -28.3% | +0.9% | -29.3% | -29.2% |
| YTD | -9.8% | +11.3% | -21.1% | -18.2% |
| All | +5.3% | +13.0% | -7.7% | -5.7% |
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