-73.7%
XTNT vs VT
+53.2%
-126.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +2.1% |
| 7D | +3.4% | -4.2% | +7.6% | +5.8% |
| 30D | -6.2% | -5.8% | -0.5% | -3.3% |
| 3M | -31.8% | -5.2% | -26.6% | -29.9% |
| 6M | -48.3% | +0.1% | -48.4% | -48.3% |
| YTD | -61.5% | +8.2% | -69.8% | -63.2% |
| 1Y | -62.5% | +10.1% | -72.6% | -64.5% |
| 3Y | -74.4% | +69.7% | -144.0% | -79.5% |
| 5Y | -73.7% | +53.4% | -127.1% | -75.8% |
| All | -73.7% | +53.2% | -126.9% | -75.8% |
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 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