-57.8%
XERS vs VT
+156.4%
-214.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.6% | +0.4% | +0.1% | -0.1% |
| 30D | +5.2% | +1.0% | +4.2% | +3.6% |
| 3M | +38.7% | +2.4% | +36.3% | +32.3% |
| 6M | +40.5% | +12.0% | +28.5% | +16.1% |
| YTD | +8.7% | +15.3% | -6.7% | -14.8% |
| 1Y | +8.1% | +22.6% | -14.5% | -23.1% |
| 3Y | +259.9% | +74.7% | +185.2% | +44.4% |
| 5Y | +213.6% | +66.1% | +147.5% | +39.7% |
| All | -57.8% | +156.4% | -214.2% | -91.9% |
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