+34.5%
XRN vs VT
+226.3%
-191.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | -2.3% |
| 7D | -2.7% | -4.2% | +1.5% | +1.4% |
| 30D | -12.9% | -5.8% | -7.1% | -7.9% |
| 3M | -14.0% | -5.2% | -8.8% | -9.7% |
| 6M | -13.4% | +0.1% | -13.5% | -14.0% |
| YTD | -7.9% | +8.2% | -16.2% | -15.4% |
| 1Y | -0.2% | +10.1% | -10.3% | -9.9% |
| 3Y | -18.1% | +69.7% | -87.8% | -51.8% |
| 5Y | -47.0% | +53.4% | -100.3% | -65.6% |
| 10Y | +60.3% | +219.2% | -158.9% | -47.6% |
| All | +34.5% | +226.3% | -191.7% | -55.7% |
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