-93.1%
XRX vs VT
+346.0%
-439.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -3.0% |
| 7D | -26.5% | -2.3% | -24.2% | -24.4% |
| 30D | -64.1% | -5.0% | -59.2% | -61.6% |
| 3M | -66.3% | -4.9% | -61.4% | -64.0% |
| 6M | -58.1% | -1.5% | -56.6% | -56.7% |
| YTD | -52.8% | +8.5% | -61.3% | -56.3% |
| 1Y | -62.4% | +11.4% | -73.8% | -66.2% |
| 3Y | -90.5% | +70.1% | -160.6% | -94.7% |
| 5Y | -92.5% | +53.7% | -146.2% | -95.2% |
| 10Y | -91.5% | +220.0% | -311.4% | -97.4% |
| All | -93.1% | +346.0% | -439.1% | -98.6% |
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