-100.0%
XPON vs VT
+68.1%
-168.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +0.6% |
| 7D | -24.5% | -0.7% | -23.8% | -22.6% |
| 30D | -37.2% | -1.7% | -35.5% | -34.6% |
| 3M | -31.5% | -2.3% | -29.2% | -28.0% |
| 6M | -65.9% | +1.5% | -67.4% | -66.1% |
| YTD | -68.5% | +12.0% | -80.6% | -72.8% |
| 1Y | -83.2% | +12.9% | -96.1% | -85.6% |
| 3Y | -100.0% | +74.9% | -174.9% | -100.0% |
| All | -100.0% | +68.1% | -168.1% | -100.0% |
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 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