-51.7%
XPEV vs VT
+104.6%
-156.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.4% | +6.2% |
| 7D | +13.3% | -2.3% | +15.6% | +18.2% |
| 30D | +6.9% | -5.0% | +11.8% | +17.8% |
| 3M | -12.3% | -4.9% | -7.5% | -3.5% |
| 6M | -35.7% | -1.5% | -34.2% | -34.3% |
| YTD | -49.5% | +8.5% | -58.0% | -57.8% |
| 1Y | -57.1% | +11.4% | -68.5% | -65.8% |
| 3Y | -41.3% | +70.1% | -111.3% | -81.8% |
| 5Y | -77.9% | +53.7% | -131.7% | -90.2% |
| All | -51.7% | +104.6% | -156.3% | -90.0% |
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