+77.7%
XMTR vs VT
+13.3%
+64.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | 0.0% | +16.5% | +16.5% |
| 7D | +14.6% | -1.6% | +16.2% | +18.9% |
| 30D | +8.5% | -2.5% | +11.0% | +15.6% |
| 3M | +27.9% | -1.3% | +29.2% | +33.6% |
| 6M | +107.4% | +3.1% | +104.3% | +93.5% |
| YTD | +87.1% | +10.9% | +76.2% | +43.9% |
| All | +77.7% | +13.3% | +64.4% | +28.4% |
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