+125.4%
XMTR vs VT
+57.0%
+68.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.4% |
| 7D | +4.1% | +2.4% | +1.7% | -0.2% |
| 30D | +25.7% | -1.5% | +27.2% | +29.6% |
| 3M | +26.6% | -4.1% | +30.7% | +37.8% |
| 6M | +38.8% | +0.6% | +38.2% | +39.1% |
| YTD | +101.1% | +11.0% | +90.1% | +70.1% |
| 1Y | +102.0% | +13.3% | +88.6% | +65.3% |
| 3Y | +622.7% | +73.4% | +549.3% | +206.8% |
| All | +125.4% | +57.0% | +68.4% | +19.7% |
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