+258.9%
XENE vs VT
+221.8%
+37.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -0.3% |
| 7D | +0.4% | -4.2% | +4.5% | +4.2% |
| 30D | +3.0% | -5.8% | +8.8% | +8.6% |
| 3M | -41.4% | -5.2% | -36.2% | -38.6% |
| 6M | -34.7% | +0.1% | -34.8% | -35.0% |
| YTD | -15.9% | +8.2% | -24.2% | -22.0% |
| 1Y | -2.5% | +10.1% | -12.7% | -11.0% |
| 3Y | +14.6% | +69.7% | -55.1% | -27.9% |
| 5Y | +6.4% | +53.4% | -46.9% | -26.6% |
| 10Y | +392.5% | +219.2% | +173.3% | +99.5% |
| All | +258.9% | +221.8% | +37.1% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling