+29.8%
XNET vs VT
+66.2%
-36.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.6% | +0.4% | -3.0% | -3.3% |
| 30D | -5.1% | +1.0% | -6.0% | -6.4% |
| 3M | -1.8% | +2.4% | -4.2% | -5.2% |
| 6M | -14.7% | +12.0% | -26.7% | -28.7% |
| YTD | -31.2% | +15.3% | -46.5% | -44.8% |
| 1Y | -33.3% | +22.6% | -55.9% | -50.8% |
| 3Y | +190.5% | +74.7% | +115.8% | +24.8% |
| All | +29.8% | +66.2% | -36.4% | -32.8% |
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