+10.4%
XSVN vs VT
+109.2%
-98.8%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -2.0% | +2.9% | -4.8% | -2.2% |
| 30D | +1.1% | -2.5% | +3.6% | +1.3% |
| 3M | -1.9% | -3.3% | +1.5% | -1.6% |
| 6M | -2.3% | +1.5% | -3.8% | -2.4% |
| YTD | -2.9% | +11.4% | -14.2% | -3.6% |
| 1Y | -2.9% | +11.9% | -14.8% | -3.7% |
| 3Y | +11.0% | +73.9% | -62.8% | +5.4% |
| All | +10.4% | +109.2% | -98.8% | +0.7% |
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