+114.1%
XJR vs VT
+118.0%
-3.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | +0.8% |
| 7D | -2.3% | -4.2% | +1.9% | +2.4% |
| 30D | -0.6% | -5.8% | +5.2% | +6.1% |
| 3M | -7.3% | -5.2% | -2.1% | -1.7% |
| 6M | +1.1% | +0.1% | +1.0% | +0.6% |
| YTD | +15.5% | +8.2% | +7.2% | +5.1% |
| 1Y | +17.0% | +10.1% | +6.9% | +4.5% |
| 3Y | +53.3% | +69.7% | -16.4% | -14.9% |
| 5Y | +22.7% | +53.4% | -30.6% | -22.8% |
| All | +114.1% | +118.0% | -3.9% | -7.9% |
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 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