-61.5%
XPON vs VT
+23.3%
-84.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.4% |
| 7D | -21.3% | +0.4% | -21.7% | -21.9% |
| 30D | +76.0% | +1.0% | +75.0% | +70.4% |
| 3M | -7.2% | +2.4% | -9.5% | -13.2% |
| 6M | -29.7% | +12.0% | -41.7% | -51.1% |
| YTD | -28.0% | +15.3% | -43.3% | -56.3% |
| 1Y | -61.5% | +22.6% | -84.1% | -86.0% |
| All | -61.5% | +23.3% | -84.9% | -86.0% |
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 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