-17.2%
XPRO vs VT
+69.4%
-86.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -1.2% |
| 7D | -26.0% | -4.2% | -21.8% | -21.0% |
| 30D | -20.9% | -5.8% | -15.1% | -13.3% |
| 3M | -21.3% | -5.2% | -16.1% | -14.6% |
| 6M | -28.0% | +0.1% | -28.2% | -28.5% |
| YTD | -3.8% | +8.2% | -12.1% | -16.4% |
| 1Y | -7.7% | +10.1% | -17.8% | -22.1% |
| All | -17.2% | +69.4% | -86.6% | -70.2% |
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