+18.1%
XONE vs VT
+99.0%
-80.9%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | 0.0% |
| 7D | -0.1% | -0.7% | +0.6% | -0.1% |
| 30D | +0.3% | -1.7% | +2.0% | +0.3% |
| 3M | +0.6% | -2.3% | +2.9% | +0.6% |
| 6M | +1.4% | +1.5% | -0.1% | +1.4% |
| YTD | +2.4% | +12.0% | -9.6% | +2.4% |
| 1Y | +3.0% | +12.9% | -9.9% | +3.0% |
| 3Y | +13.5% | +74.9% | -61.5% | +13.6% |
| All | +18.1% | +99.0% | -80.9% | +18.1% |
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