-15.0%
XWEL vs VT
+21.2%
-36.3%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.3% |
| 7D | +1.1% | +1.0% | 0.0% | -0.5% |
| 30D | -6.8% | -0.2% | -6.6% | -6.4% |
| 3M | -20.7% | +4.5% | -25.2% | -26.3% |
| 6M | -27.3% | +14.1% | -41.3% | -44.3% |
| YTD | +108.7% | +14.8% | +93.9% | +75.6% |
| All | -15.0% | +21.2% | -36.3% | -34.5% |
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