-81.2%
XRAY vs VT
+53.4%
-134.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.5% | -6.5% |
| 7D | -0.7% | -2.3% | +1.6% | +1.8% |
| 30D | +10.8% | -5.0% | +15.7% | +16.7% |
| 3M | -28.2% | -4.9% | -23.3% | -24.5% |
| 6M | -15.1% | -1.5% | -13.5% | -14.2% |
| YTD | -17.2% | +8.5% | -25.7% | -23.9% |
| 1Y | -12.9% | +11.4% | -24.3% | -22.0% |
| 3Y | -64.2% | +70.1% | -134.3% | -78.3% |
| All | -81.2% | +53.4% | -134.6% | -88.0% |
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