+21.3%
XV vs VT
+38.2%
-16.9%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -1.9% | -2.3% | +0.4% | -0.6% |
| 30D | -2.8% | -5.0% | +2.2% | 0.0% |
| 3M | -2.6% | -4.9% | +2.3% | +0.1% |
| 6M | +1.5% | -1.5% | +3.1% | +2.4% |
| YTD | +3.3% | +8.5% | -5.2% | -1.6% |
| 1Y | +6.4% | +11.4% | -5.0% | -0.7% |
| All | +21.3% | +38.2% | -16.9% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling