-78.9%
XRX vs VT
+374.2%
-453.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +8.5% | +0.4% | +8.0% | +7.9% |
| 30D | +5.7% | +1.0% | +4.8% | +4.5% |
| 3M | -4.1% | +2.4% | -6.5% | -6.1% |
| 6M | +93.9% | +12.0% | +81.9% | +71.2% |
| YTD | +44.0% | +15.3% | +28.7% | +23.1% |
| 1Y | -10.5% | +22.6% | -33.1% | -28.2% |
| 3Y | -75.6% | +74.7% | -150.3% | -86.8% |
| 5Y | -79.9% | +66.1% | -146.0% | -88.3% |
| 10Y | -75.7% | +225.0% | -300.7% | -92.9% |
| All | -78.9% | +374.2% | -453.1% | -96.1% |
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 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