-84.2%
XPON vs VT
+11.9%
-96.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -4.5% |
| 7D | -9.9% | +2.9% | -12.8% | -15.4% |
| 30D | -39.3% | -2.5% | -36.8% | -34.6% |
| 3M | -31.1% | -3.3% | -27.8% | -24.5% |
| 6M | -67.2% | +1.5% | -68.7% | -67.9% |
| YTD | -70.4% | +11.4% | -81.7% | -78.4% |
| 1Y | -84.2% | +11.9% | -96.1% | -88.5% |
| All | -84.2% | +11.9% | -96.0% | -88.5% |
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