-99.9%
XHG vs VT
+69.7%
-169.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.5% |
| 7D | -17.7% | -2.3% | -15.4% | -16.1% |
| 30D | +52.3% | -5.0% | +57.2% | +58.4% |
| 3M | +251.9% | -4.9% | +256.8% | +268.2% |
| 6M | +211.3% | -1.5% | +212.9% | +219.0% |
| YTD | +293.2% | +8.5% | +284.7% | +282.1% |
| 1Y | +298.8% | +11.4% | +287.4% | +282.7% |
| 3Y | -99.9% | +70.1% | -170.0% | -99.9% |
| All | -99.9% | +69.7% | -169.7% | -99.9% |
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 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