+5.9%
XMTR vs VT
+72.8%
-66.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.7% | +0.4% | -2.1% | -2.5% |
| 30D | +0.2% | +1.0% | -0.8% | -1.2% |
| 3M | +11.9% | +2.4% | +9.5% | +7.7% |
| 6M | +106.9% | +12.0% | +94.9% | +70.6% |
| YTD | +55.6% | +15.3% | +40.3% | +22.1% |
| 1Y | +88.2% | +22.6% | +65.6% | +33.0% |
| 3Y | +356.3% | +74.7% | +281.6% | +89.2% |
| 5Y | +29.1% | +66.1% | -37.0% | -38.1% |
| All | +5.9% | +72.8% | -66.9% | -50.3% |
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