+119.9%
XRT vs VEU
+152.3%
-32.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | +0.5% |
| 7D | -3.6% | -1.9% | -1.7% | -1.7% |
| 30D | -6.7% | -0.7% | -6.0% | -6.1% |
| 3M | -1.4% | +4.9% | -6.2% | -6.4% |
| 6M | +1.7% | +9.8% | -8.1% | -8.5% |
| YTD | -1.5% | +15.3% | -16.8% | -15.9% |
| 1Y | -2.5% | +23.0% | -25.5% | -22.1% |
| 3Y | +39.9% | +73.5% | -33.6% | -22.0% |
| 5Y | -2.6% | +54.5% | -57.1% | -38.6% |
| All | +119.9% | +152.3% | -32.4% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling