-19.4%
XP vs VT
+76.6%
-95.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +1.9% |
| 7D | -5.7% | -0.3% | -5.4% | -5.2% |
| 30D | -46.1% | -1.4% | -44.7% | -45.2% |
| 3M | -10.6% | -1.4% | -9.2% | -9.0% |
| 6M | -16.9% | +5.5% | -22.4% | -22.8% |
| YTD | -6.1% | +12.8% | -19.0% | -19.1% |
| 1Y | -14.2% | +15.4% | -29.7% | -28.0% |
| All | -19.4% | +76.6% | -95.9% | -63.5% |
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