+52.0%
XENE vs VT
+75.0%
-23.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | -7.1% | +1.0% | -8.1% | -8.0% |
| 3M | +12.8% | +2.4% | +10.4% | +9.9% |
| 6M | +38.8% | +12.0% | +26.8% | +23.2% |
| YTD | +33.3% | +15.3% | +18.0% | +14.4% |
| 1Y | +54.6% | +22.6% | +32.0% | +24.4% |
| All | +52.0% | +75.0% | -23.0% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling