-90.1%
XPRO vs VT
+282.6%
-372.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | +1.3% |
| 7D | -21.3% | -0.3% | -21.0% | -20.9% |
| 30D | -17.4% | -1.4% | -15.9% | -15.5% |
| 3M | -17.4% | -1.4% | -16.0% | -15.6% |
| 6M | -23.3% | +5.5% | -28.7% | -29.7% |
| YTD | +3.8% | +12.8% | -9.0% | -14.9% |
| 1Y | +0.7% | +15.4% | -14.7% | -20.2% |
| 3Y | -13.9% | +76.9% | -90.8% | -63.9% |
| 5Y | -20.8% | +60.4% | -81.2% | -61.2% |
| 10Y | -77.4% | +232.8% | -310.2% | -95.4% |
| All | -90.1% | +282.6% | -372.7% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling