-15.4%
XPER vs VT
+13.3%
-28.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -1.6% | +4.5% | +4.6% |
| 30D | -0.7% | -2.5% | +1.8% | +1.8% |
| 3M | -31.0% | -1.3% | -29.7% | -30.0% |
| 6M | -22.7% | +3.1% | -25.8% | -25.2% |
| YTD | -8.0% | +10.9% | -19.0% | -18.2% |
| All | -15.4% | +13.3% | -28.7% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling