-73.8%
XPEV vs VT
+66.2%
-140.0%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -5.0% | +0.4% | -5.5% | -5.9% |
| 30D | -6.8% | +1.0% | -7.8% | -8.5% |
| 3M | -34.9% | +2.4% | -37.2% | -38.1% |
| 6M | -32.3% | +12.0% | -44.3% | -46.2% |
| YTD | -46.0% | +15.3% | -61.3% | -59.6% |
| 1Y | -44.8% | +22.6% | -67.4% | -63.2% |
| 3Y | -41.5% | +74.7% | -116.1% | -82.4% |
| All | -73.8% | +66.2% | -140.0% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling