+80.9%
XPH vs VT
+69.7%
+11.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.2% |
| 7D | -0.1% | -2.3% | +2.2% | +1.9% |
| 30D | +2.9% | -5.0% | +7.9% | +7.4% |
| 3M | -7.9% | -4.9% | -3.0% | -4.0% |
| 6M | +6.8% | -1.5% | +8.4% | +7.8% |
| YTD | +15.9% | +8.5% | +7.4% | +7.4% |
| 1Y | +33.9% | +11.4% | +22.5% | +21.2% |
| 3Y | +80.9% | +70.1% | +10.9% | +6.4% |
| All | +80.9% | +69.7% | +11.2% | +6.4% |
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