-26.9%
XPRO vs VT
+53.4%
-80.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.4% |
| 7D | -23.6% | -2.3% | -21.3% | -21.0% |
| 30D | -15.2% | -5.0% | -10.2% | -9.0% |
| 3M | -22.4% | -4.9% | -17.5% | -16.9% |
| 6M | -18.4% | -1.5% | -16.8% | -16.5% |
| YTD | -1.2% | +8.5% | -9.7% | -12.2% |
| 1Y | +0.9% | +11.4% | -10.5% | -13.6% |
| 3Y | -15.0% | +70.1% | -85.0% | -57.3% |
| All | -26.9% | +53.4% | -80.3% | -58.3% |
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