+248.9%
XHG vs VT
+23.4%
+225.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +1.6% |
| 7D | -9.7% | +0.1% | -9.9% | -9.9% |
| 30D | +260.3% | +0.8% | +259.5% | +259.0% |
| 3M | +243.0% | +2.8% | +240.2% | +235.7% |
| 6M | +309.8% | +13.0% | +296.8% | +272.5% |
| YTD | +302.6% | +15.4% | +287.2% | +245.1% |
| All | +248.9% | +23.4% | +225.6% | +264.1% |
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