-82.3%
XPEG vs VT
+5.3%
-87.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +0.2% | +12.7% | +12.3% |
| 7D | +27.6% | -2.3% | +29.9% | +34.6% |
| 30D | +9.9% | -5.0% | +14.9% | +24.9% |
| 3M | -30.1% | -4.9% | -25.2% | -20.3% |
| 6M | -65.5% | -1.5% | -63.9% | -63.5% |
| All | -82.3% | +5.3% | -87.6% | -84.5% |
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 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