+15.3%
XRMI vs VT
+63.4%
-48.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | -1.5% | -2.6% | +1.1% | -0.7% |
| 3M | +0.5% | -3.2% | +3.8% | +1.6% |
| 6M | +4.1% | +0.9% | +3.2% | +3.7% |
| YTD | +5.1% | +11.3% | -6.2% | +1.3% |
| 1Y | +7.9% | +14.0% | -6.1% | +3.1% |
| 3Y | +29.6% | +75.8% | -46.3% | +6.9% |
| 5Y | +13.0% | +57.8% | -44.8% | -2.6% |
| All | +15.3% | +63.4% | -48.1% | -2.9% |
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