-16.0%
XOVL vs VT
+0.7%
-16.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +3.6% |
| 7D | -4.0% | -2.3% | -1.7% | +3.3% |
| 30D | -25.6% | -5.0% | -20.7% | -12.3% |
| 3M | -9.1% | -4.9% | -4.3% | +7.7% |
| 6M | -16.9% | -1.5% | -15.3% | -6.1% |
| All | -16.0% | +0.7% | -16.7% | -7.0% |
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