-4.9%
XRAY vs VT
+5.0%
-9.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.7% | +7.7% | +8.8% |
| 7D | +12.8% | -0.3% | +13.1% | +12.7% |
| 30D | +24.4% | -1.4% | +25.9% | +24.5% |
| 3M | -25.4% | -1.4% | -24.0% | -25.1% |
| 6M | -4.9% | +5.5% | -10.4% | -6.5% |
| All | -4.9% | +5.0% | -9.9% | -6.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling