+149.2%
XMTR vs VT
+53.4%
+95.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.0% |
| 7D | +22.7% | -2.3% | +25.1% | +28.0% |
| 30D | +6.6% | -5.0% | +11.6% | +17.7% |
| 3M | +32.0% | -4.9% | +36.9% | +45.9% |
| 6M | +103.8% | -1.5% | +105.4% | +111.1% |
| YTD | +93.3% | +8.5% | +84.8% | +70.2% |
| 1Y | +85.3% | +11.4% | +74.0% | +56.7% |
| 3Y | +584.6% | +70.1% | +514.6% | +198.5% |
| All | +149.2% | +53.4% | +95.8% | +45.2% |
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 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