-85.0%
XPEG vs VT
+8.1%
-93.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.6% | -7.5% | -6.7% |
| 7D | -4.1% | +2.9% | -6.9% | -10.5% |
| 30D | -9.6% | -2.5% | -7.0% | -3.6% |
| 3M | -41.3% | -3.3% | -38.0% | -35.8% |
| 6M | -71.9% | +1.5% | -73.4% | -72.5% |
| All | -85.0% | +8.1% | -93.1% | -87.7% |
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