-28.1%
PXED price history and return analytics
+16.2%
-44.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.4% |
| 7D | -6.7% | -1.1% | -5.6% | -6.0% |
| 30D | -0.4% | -1.0% | +0.6% | +0.3% |
| 3M | -13.5% | +3.2% | -16.7% | -15.5% |
| 6M | -6.1% | +12.5% | -18.6% | -15.6% |
| YTD | -9.5% | +14.1% | -23.6% | -20.5% |
| All | -28.1% | +16.2% | -44.3% | -37.9% |
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 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