+94.2%
XOMX vs VT
+44.8%
+49.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +2.9% | +0.4% | +2.5% | +3.4% |
| 30D | +10.5% | +1.0% | +9.5% | +11.6% |
| 3M | +6.8% | +2.4% | +4.4% | +9.8% |
| 6M | +6.2% | +12.0% | -5.8% | +16.8% |
| YTD | +61.9% | +15.3% | +46.6% | +76.0% |
| 1Y | +81.0% | +22.6% | +58.4% | +92.9% |
| All | +94.2% | +44.8% | +49.4% | +73.4% |
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