+97.7%
XOMX vs VT
+44.1%
+53.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.4% |
| 7D | -4.7% | +1.0% | -5.7% | -3.9% |
| 30D | +10.9% | -0.2% | +11.1% | +10.9% |
| 3M | +8.9% | +4.5% | +4.4% | +13.1% |
| 6M | +6.5% | +14.1% | -7.6% | +15.6% |
| YTD | +64.8% | +14.8% | +50.1% | +78.4% |
| 1Y | +93.0% | +21.2% | +71.8% | +105.4% |
| All | +97.7% | +44.1% | +53.6% | +75.8% |
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