-37.3%
XPEV vs VT
+77.9%
-115.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -5.0% | +0.4% | -5.5% | -5.7% |
| 30D | -6.8% | +1.0% | -7.8% | -8.0% |
| 3M | -34.9% | +2.4% | -37.2% | -37.2% |
| 6M | -32.3% | +12.0% | -44.3% | -43.0% |
| YTD | -46.0% | +15.3% | -61.3% | -56.5% |
| 1Y | -44.8% | +22.6% | -67.4% | -59.1% |
| All | -37.3% | +77.9% | -115.1% | -77.7% |
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