-21.2%
XZO vs VT
+17.9%
-39.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -2.0% | +0.4% | -2.5% | -2.6% |
| 30D | +2.8% | +1.0% | +1.8% | +1.2% |
| 3M | +31.9% | +2.4% | +29.5% | +26.8% |
| 6M | +6.1% | +12.0% | -5.9% | -14.3% |
| YTD | -31.8% | +15.3% | -47.1% | -51.6% |
| All | -21.2% | +17.9% | -39.2% | -48.1% |
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 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