+16.9%
XMAX vs VT
+11.9%
+5.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.9% |
| 7D | +31.2% | +2.9% | +28.3% | +28.6% |
| 30D | -23.5% | -2.5% | -20.9% | -22.6% |
| 3M | -26.4% | -3.3% | -23.0% | -25.5% |
| 6M | -22.5% | +1.5% | -24.0% | -21.9% |
| YTD | +9.3% | +11.4% | -2.0% | +9.3% |
| 1Y | +16.9% | +11.9% | +5.0% | +16.7% |
| All | +16.9% | +11.9% | +5.1% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling