-35.0%
XYL vs VT
+12.5%
-47.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.2% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -5.7% | -3.1% | -2.7% | -4.1% |
| 3M | -19.8% | -3.5% | -16.3% | -18.1% |
| 6M | -14.2% | +0.5% | -14.7% | -15.2% |
| YTD | -28.1% | +10.8% | -38.9% | -35.1% |
| 1Y | -35.0% | +11.9% | -46.9% | -41.8% |
| All | -35.0% | +12.5% | -47.5% | -41.8% |
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 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