+543.1%
XMMO vs VT
+345.0%
+198.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.1% | -2.2% |
| 7D | -9.6% | -4.2% | -5.4% | -5.7% |
| 30D | -16.9% | -5.8% | -11.1% | -11.7% |
| 3M | -20.6% | -5.2% | -15.4% | -16.2% |
| 6M | -22.2% | +0.1% | -22.4% | -22.0% |
| YTD | -8.4% | +8.2% | -16.7% | -14.8% |
| 1Y | -6.9% | +10.1% | -17.0% | -14.7% |
| 3Y | +61.7% | +69.7% | -7.9% | -1.3% |
| 5Y | +37.0% | +53.4% | -16.4% | -7.5% |
| 10Y | +353.7% | +219.2% | +134.4% | +59.5% |
| All | +543.1% | +345.0% | +198.1% | +68.6% |
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