-45.6%
XGN vs VT
+66.2%
-111.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.0% |
| 7D | +2.5% | +1.0% | +1.5% | +1.2% |
| 30D | +6.3% | -0.2% | +6.5% | +6.7% |
| 3M | +73.8% | +4.5% | +69.3% | +65.7% |
| 6M | +121.9% | +14.1% | +107.8% | +91.9% |
| YTD | +20.1% | +14.8% | +5.3% | +3.3% |
| 1Y | -25.6% | +21.2% | -46.8% | -40.0% |
| 3Y | +205.4% | +76.6% | +128.9% | +64.7% |
| 5Y | -45.6% | +66.6% | -112.2% | -68.8% |
| All | -45.6% | +66.2% | -111.8% | -68.8% |
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