-65.8%
XRAY vs VT
+363.9%
-429.7%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.7% | +7.7% | +8.0% |
| 7D | +12.8% | -0.3% | +13.1% | +13.2% |
| 30D | +24.4% | -1.4% | +25.9% | +26.0% |
| 3M | -25.4% | -1.4% | -24.0% | -24.5% |
| 6M | -4.9% | +5.5% | -10.4% | -9.4% |
| YTD | -6.8% | +12.8% | -19.7% | -15.5% |
| 1Y | -13.5% | +15.4% | -28.9% | -22.9% |
| 3Y | -60.6% | +76.9% | -137.5% | -75.0% |
| 5Y | -78.5% | +60.4% | -138.9% | -85.3% |
| 10Y | -79.7% | +232.8% | -312.5% | -92.1% |
| All | -65.8% | +363.9% | -429.7% | -90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling