+2.8%
XITK vs VT
+13.3%
-10.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -1.6% | -3.6% | -2.8% |
| 30D | -8.3% | -2.5% | -5.8% | -4.7% |
| 3M | -1.5% | -1.3% | -0.2% | +1.0% |
| 6M | +4.7% | +3.1% | +1.6% | +1.8% |
| YTD | +5.1% | +10.9% | -5.8% | -6.9% |
| All | +2.8% | +13.3% | -10.5% | -12.1% |
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