-50.0%
XP vs VT
+129.2%
-179.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +1.4% |
| 7D | -5.7% | -0.3% | -5.4% | -5.1% |
| 30D | -46.1% | -1.4% | -44.7% | -45.1% |
| 3M | -10.6% | -1.4% | -9.2% | -8.8% |
| 6M | -16.9% | +5.5% | -22.4% | -24.1% |
| YTD | -6.1% | +12.8% | -19.0% | -22.0% |
| 1Y | -14.2% | +15.4% | -29.7% | -31.2% |
| 3Y | -21.6% | +76.9% | -98.4% | -69.5% |
| 5Y | -46.7% | +60.4% | -107.1% | -74.7% |
| All | -50.0% | +129.2% | -179.2% | -86.3% |
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