+24.7%
XMTR vs VT
+62.1%
-37.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | +3.4% |
| 7D | +8.1% | -4.2% | +12.3% | +16.8% |
| 30D | -1.5% | -5.8% | +4.3% | +10.4% |
| 3M | +18.1% | -5.2% | +23.3% | +31.3% |
| 6M | +96.6% | +0.1% | +96.5% | +97.3% |
| YTD | +83.3% | +8.2% | +75.1% | +62.3% |
| 1Y | +73.9% | +10.1% | +63.8% | +50.4% |
| 3Y | +547.3% | +69.7% | +477.7% | +186.9% |
| 5Y | +128.6% | +53.4% | +75.2% | +27.4% |
| All | +24.7% | +62.1% | -37.4% | -33.9% |
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