+146.0%
XRT vs VO
+197.5%
-51.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +0.9% | +0.7% |
| 7D | +2.5% | -0.1% | +2.6% | +2.7% |
| 30D | +10.3% | +0.5% | +9.8% | +9.8% |
| 3M | +2.4% | -1.0% | +3.4% | +3.5% |
| 6M | +10.0% | +6.4% | +3.6% | +2.6% |
| YTD | +9.5% | +13.6% | -4.0% | -4.9% |
| 1Y | +17.2% | +14.5% | +2.7% | +0.9% |
| 3Y | +62.0% | +67.2% | -5.2% | -7.1% |
| 5Y | -2.1% | +36.1% | -38.2% | -29.1% |
| All | +146.0% | +197.5% | -51.5% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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