+685.1%
XMMO vs VT
+374.2%
+310.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | -3.1% | +1.0% | -4.1% | -4.0% |
| 3M | -10.0% | +2.4% | -12.4% | -11.9% |
| 6M | +3.9% | +12.0% | -8.1% | -6.5% |
| YTD | +11.8% | +15.3% | -3.6% | -2.3% |
| 1Y | +16.6% | +22.6% | -6.0% | -3.9% |
| 3Y | +88.7% | +74.7% | +14.1% | +11.8% |
| 5Y | +82.8% | +66.1% | +16.6% | +14.1% |
| 10Y | +413.7% | +225.0% | +188.7% | +76.4% |
| All | +685.1% | +374.2% | +310.9% | +93.2% |
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