+15.4%
XTRE vs VT
+116.5%
-101.0%
-2.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | +0.2% |
| 7D | +0.2% | -0.3% | +0.6% | +0.3% |
| 30D | +1.1% | -1.4% | +2.5% | +1.1% |
| 3M | -0.2% | -1.4% | +1.1% | -0.2% |
| 6M | 0.0% | +5.5% | -5.4% | 0.0% |
| YTD | +0.1% | +12.8% | -12.8% | -0.1% |
| 1Y | +0.7% | +15.4% | -14.7% | +0.6% |
| 3Y | +12.1% | +76.9% | -64.8% | +10.9% |
| All | +15.4% | +116.5% | -101.0% | +13.1% |
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