+52.4%
XJUN vs VT
+69.1%
-16.7%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.1% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | 0.0% | -0.7% | +0.7% | +0.3% |
| 3M | +2.0% | +4.0% | -2.0% | +0.3% |
| 6M | +4.7% | +12.3% | -7.6% | -0.3% |
| YTD | +5.2% | +14.0% | -8.8% | -0.5% |
| 1Y | +7.6% | +20.3% | -12.7% | -0.5% |
| 3Y | +34.1% | +75.4% | -41.4% | +6.1% |
| 5Y | +50.9% | +66.0% | -15.1% | +20.4% |
| All | +52.4% | +69.1% | -16.7% | +20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling