+17.3%
XLII vs VT
+25.5%
-8.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -1.0% | +0.4% | -1.5% | -1.3% |
| 30D | -4.4% | +1.0% | -5.4% | -5.1% |
| 3M | +2.0% | +2.4% | -0.4% | +0.2% |
| 6M | +3.7% | +12.0% | -8.3% | -4.8% |
| YTD | +10.0% | +15.3% | -5.3% | -1.3% |
| 1Y | +16.4% | +22.6% | -6.2% | -0.3% |
| All | +17.3% | +25.5% | -8.2% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling