+2,202.9%
XSD vs VT
+363.9%
+1,839.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -4.8% |
| 7D | -9.5% | -0.3% | -9.2% | -9.2% |
| 30D | -19.8% | -1.4% | -18.4% | -18.2% |
| 3M | -15.7% | -1.4% | -14.3% | -13.7% |
| 6M | -10.7% | +5.5% | -16.2% | -14.4% |
| YTD | +37.9% | +12.8% | +25.1% | +22.6% |
| 1Y | +34.9% | +15.4% | +19.5% | +17.1% |
| 3Y | +145.3% | +76.9% | +68.4% | +36.8% |
| 5Y | +89.2% | +60.4% | +28.8% | +23.2% |
| 10Y | +825.7% | +232.8% | +592.9% | +206.3% |
| All | +2,202.9% | +363.9% | +1,839.0% | +472.8% |
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