-3.2%
XRT vs VT
+53.2%
-56.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | +2.0% |
| 7D | +2.3% | -4.2% | +6.5% | +7.6% |
| 30D | +9.8% | -5.8% | +15.6% | +17.6% |
| 3M | -0.2% | -5.2% | +5.1% | +6.2% |
| 6M | +8.4% | +0.1% | +8.2% | +7.2% |
| YTD | +7.5% | +8.2% | -0.7% | -3.7% |
| 1Y | +13.2% | +10.1% | +3.0% | -0.8% |
| 3Y | +52.0% | +69.7% | -17.7% | -24.2% |
| 5Y | -3.2% | +53.4% | -56.5% | -43.3% |
| All | -3.2% | +53.2% | -56.4% | -43.3% |
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