+134.4%
XHG vs VT
+21.2%
+113.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.7% | -6.4% |
| 7D | -12.5% | +1.0% | -13.5% | -13.9% |
| 30D | +216.5% | -0.2% | +216.7% | +219.7% |
| 3M | +219.8% | +4.5% | +215.2% | +206.8% |
| 6M | +296.1% | +14.1% | +282.1% | +251.6% |
| YTD | +260.3% | +14.8% | +245.6% | +211.9% |
| All | +134.4% | +21.2% | +113.1% | +116.6% |
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