-17.6%
XERS vs VT
+146.8%
-164.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.5% |
| 7D | +9.6% | +2.4% | +7.3% | +5.9% |
| 30D | +70.5% | -1.5% | +72.0% | +71.9% |
| 3M | +100.0% | -4.1% | +104.1% | +110.2% |
| 6M | +159.1% | +0.6% | +158.5% | +150.7% |
| YTD | +112.2% | +11.0% | +101.2% | +74.1% |
| 1Y | +129.5% | +13.3% | +116.1% | +81.7% |
| 3Y | +928.4% | +73.4% | +855.0% | +307.3% |
| 5Y | +678.5% | +57.4% | +621.1% | +272.2% |
| All | -17.6% | +146.8% | -164.4% | -83.4% |
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