+694.2%
XERS vs VT
+59.8%
+634.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.2% | +3.0% |
| 7D | +57.9% | -0.7% | +58.6% | +57.6% |
| 30D | +57.9% | -1.7% | +59.7% | +59.8% |
| 3M | +96.9% | -2.3% | +99.2% | +100.7% |
| 6M | +169.1% | +1.5% | +167.5% | +158.7% |
| YTD | +110.4% | +12.0% | +98.4% | +75.5% |
| 1Y | +122.0% | +12.9% | +109.2% | +83.1% |
| 3Y | +877.5% | +74.9% | +802.6% | +327.5% |
| 5Y | +694.2% | +59.9% | +634.3% | +278.8% |
| All | +694.2% | +59.8% | +634.5% | +278.8% |
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