-99.9%
XHG vs VT
+77.9%
-177.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -2.9% | +0.4% | -3.4% | -3.3% |
| 30D | +247.7% | +1.0% | +246.7% | +246.7% |
| 3M | +221.4% | +2.4% | +219.0% | +218.0% |
| 6M | +289.4% | +12.0% | +277.4% | +269.5% |
| YTD | +288.5% | +15.3% | +273.2% | +263.6% |
| 1Y | +236.7% | +22.6% | +214.1% | +209.3% |
| All | -99.9% | +77.9% | -177.8% | -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