+174.7%
XMAX vs VT
+69.7%
+105.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.4% |
| 7D | -17.0% | -2.3% | -14.7% | -15.1% |
| 30D | -39.0% | -5.0% | -34.1% | -36.2% |
| 3M | -41.9% | -4.9% | -37.0% | -39.3% |
| 6M | -34.2% | -1.5% | -32.7% | -32.9% |
| YTD | -11.2% | +8.5% | -19.7% | -16.2% |
| 1Y | -2.7% | +11.4% | -14.1% | -10.3% |
| 3Y | +174.7% | +70.1% | +104.7% | +17.8% |
| All | +174.7% | +69.7% | +105.0% | +17.8% |
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 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