-78.5%
XRAY vs VT
+224.5%
-303.0%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | -17.4% | +1.0% | -18.4% | -18.2% |
| 3M | +15.2% | +2.4% | +12.8% | +12.2% |
| 6M | -15.3% | +12.0% | -27.3% | -24.2% |
| YTD | -0.4% | +15.3% | -15.8% | -13.1% |
| 1Y | -18.4% | +22.6% | -41.0% | -32.6% |
| 3Y | -67.1% | +74.7% | -141.7% | -80.4% |
| 5Y | -79.7% | +66.1% | -145.9% | -87.4% |
| All | -78.5% | +224.5% | -303.0% | -92.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling