+24.5%
XTN vs VT
+15.2%
+9.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +1.3% |
| 7D | +5.9% | -0.3% | +6.2% | +6.2% |
| 30D | +3.5% | -1.4% | +4.9% | +5.1% |
| 3M | -8.7% | -1.4% | -7.4% | -7.3% |
| 6M | +5.5% | +5.5% | 0.0% | -1.7% |
| YTD | +14.4% | +12.8% | +1.5% | -2.4% |
| 1Y | +24.5% | +15.4% | +9.1% | +2.7% |
| All | +24.5% | +15.2% | +9.3% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling