+66.3%
XES vs VT
+53.2%
+13.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.4% | -1.7% |
| 7D | -18.0% | -4.2% | -13.8% | -13.9% |
| 30D | -16.4% | -5.8% | -10.6% | -10.3% |
| 3M | -16.1% | -5.2% | -10.9% | -10.8% |
| 6M | -27.1% | +0.1% | -27.2% | -27.7% |
| YTD | +14.8% | +8.2% | +6.5% | +2.9% |
| 1Y | +17.8% | +10.1% | +7.6% | +3.3% |
| 3Y | +8.0% | +69.7% | -61.7% | -42.3% |
| 5Y | +66.3% | +53.4% | +12.9% | +3.9% |
| All | +66.3% | +53.2% | +13.1% | +3.9% |
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 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