+321.4%
XHE vs VT
+336.0%
-14.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.4% |
| 7D | +2.9% | -2.3% | +5.2% | +5.2% |
| 30D | +6.2% | -5.0% | +11.1% | +11.3% |
| 3M | +2.8% | -4.9% | +7.6% | +7.6% |
| 6M | +17.6% | -1.5% | +19.2% | +18.9% |
| YTD | +6.3% | +8.5% | -2.2% | -1.7% |
| 1Y | +18.1% | +11.4% | +6.7% | +6.7% |
| 3Y | +32.6% | +70.1% | -37.5% | -18.1% |
| 5Y | -28.4% | +53.7% | -82.1% | -51.2% |
| 10Y | +101.5% | +220.0% | -118.4% | -23.2% |
| All | +321.4% | +336.0% | -14.6% | +25.6% |
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 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