+11.3%
XSVN vs VT
+110.5%
-99.2%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +2.1% | -1.7% | +3.8% | +2.2% |
| 3M | -1.0% | -2.3% | +1.3% | -0.8% |
| 6M | -1.9% | +1.5% | -3.4% | -2.0% |
| YTD | -2.1% | +12.0% | -14.1% | -2.9% |
| 1Y | -2.1% | +12.9% | -15.0% | -3.0% |
| 3Y | +12.0% | +74.9% | -63.0% | +6.2% |
| All | +11.3% | +110.5% | -99.2% | +1.5% |
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