+84.5%
XOMX vs VT
+11.9%
+72.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.6% |
| 7D | +5.1% | +2.4% | +2.7% | +8.1% |
| 30D | -9.1% | -1.5% | -7.6% | -10.5% |
| 3M | +12.0% | -4.1% | +16.1% | +7.0% |
| 6M | +19.2% | +0.6% | +18.7% | +22.3% |
| YTD | +79.3% | +11.0% | +68.2% | +104.2% |
| 1Y | +84.5% | +13.3% | +71.2% | +110.8% |
| All | +84.5% | +11.9% | +72.6% | +110.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling