-25.4%
XGN vs VT
+20.4%
-45.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +1.5% |
| 7D | -2.7% | -0.1% | -2.5% | -2.4% |
| 30D | +10.1% | -0.7% | +10.8% | +11.8% |
| 3M | +69.6% | +4.0% | +65.6% | +58.5% |
| 6M | +116.3% | +12.3% | +104.0% | +76.1% |
| YTD | +20.2% | +14.0% | +6.2% | -3.6% |
| 1Y | -25.4% | +20.3% | -45.7% | -41.6% |
| All | -25.4% | +20.4% | -45.8% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling