-78.8%
XRAY vs VT
+59.7%
-138.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.7% | +7.7% | +7.7% |
| 7D | +12.8% | -0.3% | +13.1% | +13.2% |
| 30D | +24.4% | -1.4% | +25.9% | +26.3% |
| 3M | -25.4% | -1.4% | -24.0% | -24.4% |
| 6M | -4.9% | +5.5% | -10.4% | -10.5% |
| YTD | -6.8% | +12.8% | -19.7% | -17.6% |
| 1Y | -13.5% | +15.4% | -28.9% | -25.2% |
| 3Y | -60.6% | +76.9% | -137.5% | -77.0% |
| All | -78.8% | +59.7% | -138.5% | -87.1% |
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