+8.5%
XLII vs VT
+17.8%
-9.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -0.5% |
| 7D | -4.7% | -4.2% | -0.5% | -1.8% |
| 30D | -4.8% | -5.8% | +1.0% | -0.8% |
| 3M | -11.6% | -5.2% | -6.4% | -8.2% |
| 6M | -3.0% | +0.1% | -3.1% | -3.3% |
| YTD | +1.7% | +8.2% | -6.5% | -4.6% |
| 1Y | +4.6% | +10.1% | -5.6% | -3.2% |
| All | +8.5% | +17.8% | -9.4% | -4.8% |
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