+43.3%
XRN vs VT
+223.7%
-180.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -7.7% |
| 7D | -11.4% | +0.4% | -11.8% | -11.7% |
| 30D | -18.7% | -2.6% | -16.1% | -16.8% |
| 3M | -23.6% | -3.2% | -20.4% | -21.4% |
| 6M | -17.6% | +0.9% | -18.5% | -19.0% |
| YTD | -15.8% | +11.3% | -27.1% | -24.8% |
| 1Y | -10.3% | +14.0% | -24.3% | -21.7% |
| 3Y | -23.2% | +75.8% | -99.0% | -56.4% |
| 5Y | -50.7% | +57.8% | -108.5% | -68.9% |
| 10Y | +43.3% | +219.8% | -176.5% | -54.9% |
| All | +43.3% | +223.7% | -180.3% | -54.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling