-77.4%
XHLD vs VT
+11.9%
-89.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.7% | -7.1% |
| 7D | +31.3% | +2.4% | +28.9% | +25.2% |
| 30D | +64.3% | -1.5% | +65.8% | +78.1% |
| 3M | -86.1% | -4.1% | -82.0% | -80.8% |
| 6M | -45.8% | +0.6% | -46.4% | -34.6% |
| YTD | -35.3% | +11.0% | -46.3% | -38.6% |
| 1Y | -77.4% | +13.3% | -90.7% | -79.1% |
| All | -77.4% | +11.9% | -89.3% | -79.1% |
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