+254.7%
XHG vs VT
+11.9%
+242.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.3% |
| 7D | +0.9% | +2.9% | -2.0% | -3.2% |
| 30D | +65.5% | -2.5% | +68.0% | +71.6% |
| 3M | +256.3% | -3.3% | +259.6% | +277.2% |
| 6M | +213.5% | +1.5% | +211.9% | +219.5% |
| YTD | +282.6% | +11.4% | +271.3% | +259.7% |
| 1Y | +254.7% | +11.9% | +242.8% | +235.4% |
| All | +254.7% | +11.9% | +242.9% | +235.4% |
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