+1,510.1%
XNTK vs VT
+346.0%
+1,164.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.5% |
| 7D | -8.1% | -2.3% | -5.8% | -5.6% |
| 30D | -21.7% | -5.0% | -16.7% | -17.0% |
| 3M | -14.2% | -4.9% | -9.3% | -9.0% |
| 6M | -7.5% | -1.5% | -6.0% | -4.6% |
| YTD | +10.3% | +8.5% | +1.8% | +3.1% |
| 1Y | +9.3% | +11.4% | -2.1% | -0.5% |
| 3Y | +118.8% | +70.1% | +48.7% | +32.1% |
| 5Y | +80.0% | +53.7% | +26.3% | +24.1% |
| 10Y | +619.1% | +220.0% | +399.1% | +163.0% |
| All | +1,510.1% | +346.0% | +1,164.1% | +333.4% |
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