+53.4%
XJUN vs VT
+66.2%
-12.8%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | -0.5% | -1.7% | +1.2% | +0.1% |
| 3M | +0.9% | -2.3% | +3.2% | +1.7% |
| 6M | +3.1% | +1.5% | +1.6% | +2.3% |
| YTD | +5.9% | +12.0% | -6.2% | +0.8% |
| 1Y | +7.0% | +12.9% | -5.9% | +1.6% |
| 3Y | +34.4% | +74.9% | -40.5% | +6.5% |
| 5Y | +49.6% | +59.9% | -10.3% | +21.1% |
| All | +53.4% | +66.2% | -12.8% | +22.2% |
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