-99.8%
XHG vs VT
+74.0%
-173.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.6% |
| 7D | +0.6% | +2.4% | -1.8% | -1.3% |
| 30D | +82.2% | -1.5% | +83.7% | +83.9% |
| 3M | -17.8% | -4.1% | -13.7% | -15.1% |
| 6M | +232.3% | +0.6% | +231.8% | +234.7% |
| YTD | +295.5% | +11.0% | +284.5% | +277.8% |
| 1Y | +275.3% | +13.3% | +261.9% | +254.8% |
| 3Y | -99.8% | +73.4% | -173.2% | -99.8% |
| All | -99.8% | +74.0% | -173.9% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling