+49.3%
XMMO vs VT
+58.5%
-9.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | +8.5% | +2.9% | +5.6% | +5.0% |
| 30D | -6.7% | -2.5% | -4.2% | -3.8% |
| 3M | -16.2% | -3.3% | -12.8% | -12.7% |
| 6M | -17.5% | +1.5% | -19.0% | -18.6% |
| YTD | -0.7% | +11.4% | -12.0% | -11.7% |
| 1Y | 0.0% | +11.9% | -11.9% | -11.5% |
| 3Y | +74.4% | +73.9% | +0.6% | -4.3% |
| 5Y | +49.3% | +57.9% | -8.5% | -5.3% |
| All | +49.3% | +58.5% | -9.2% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling