+128.6%
XMTR vs VT
+53.2%
+75.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | +3.5% |
| 7D | +8.1% | -4.2% | +12.3% | +16.9% |
| 30D | -1.5% | -5.8% | +4.3% | +10.5% |
| 3M | +18.1% | -5.2% | +23.3% | +31.4% |
| 6M | +96.6% | +0.1% | +96.5% | +97.2% |
| YTD | +83.3% | +8.2% | +75.1% | +62.0% |
| 1Y | +73.9% | +10.1% | +63.8% | +50.1% |
| 3Y | +547.3% | +69.7% | +477.7% | +183.5% |
| 5Y | +128.6% | +53.4% | +75.2% | +29.8% |
| All | +128.6% | +53.2% | +75.4% | +29.8% |
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