+101.5%
XOMX vs VT
+39.8%
+61.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | +0.6% |
| 7D | -16.6% | +0.4% | -17.0% | -16.2% |
| 30D | -6.3% | -2.6% | -3.7% | -8.1% |
| 3M | +13.0% | -3.2% | +16.2% | +10.6% |
| 6M | +23.1% | +0.9% | +22.2% | +25.3% |
| YTD | +68.0% | +11.3% | +56.6% | +78.0% |
| 1Y | +76.9% | +14.0% | +62.9% | +86.2% |
| All | +101.5% | +39.8% | +61.7% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling