-79.9%
XRAY vs VT
+53.2%
-133.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -1.2% |
| 7D | +5.0% | -4.2% | +9.2% | +9.7% |
| 30D | +18.4% | -5.8% | +24.2% | +25.9% |
| 3M | -26.8% | -5.2% | -21.5% | -22.7% |
| 6M | -11.3% | +0.1% | -11.4% | -12.0% |
| YTD | -11.7% | +8.2% | -20.0% | -18.6% |
| 1Y | -18.9% | +10.1% | -29.0% | -26.4% |
| 3Y | -62.7% | +69.7% | -132.3% | -77.3% |
| 5Y | -79.9% | +53.4% | -133.3% | -87.2% |
| All | -79.9% | +53.2% | -133.1% | -87.2% |
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 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