-0.5%
XRT vs VT
+57.5%
-58.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +4.1% | -0.1% | +4.2% | +4.3% |
| 30D | +9.9% | -3.1% | +13.0% | +13.9% |
| 3M | +2.3% | -3.5% | +5.8% | +6.4% |
| 6M | +9.6% | +0.5% | +9.1% | +8.2% |
| YTD | +9.1% | +10.8% | -1.6% | -4.9% |
| 1Y | +16.2% | +11.9% | +4.3% | 0.0% |
| 3Y | +60.1% | +73.0% | -12.9% | -21.9% |
| 5Y | -0.5% | +58.6% | -59.1% | -44.1% |
| All | -0.5% | +57.5% | -58.0% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling