+69.3%
XOEX vs VT
+90.6%
-21.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -2.0% | -2.3% | +0.4% | -0.2% |
| 30D | +0.5% | -5.0% | +5.5% | +4.5% |
| 3M | -2.0% | -4.9% | +2.9% | +1.8% |
| 6M | +4.3% | -1.5% | +5.9% | +5.3% |
| YTD | +10.4% | +8.5% | +2.0% | +3.0% |
| 1Y | +14.9% | +11.4% | +3.5% | +4.9% |
| 3Y | +64.0% | +70.1% | -6.1% | +4.2% |
| All | +69.3% | +90.6% | -21.3% | +0.8% |
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