+31.6%
XHS vs VT
+53.4%
-21.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.0% |
| 7D | +1.0% | -2.3% | +3.3% | +3.0% |
| 30D | +7.6% | -5.0% | +12.5% | +12.2% |
| 3M | +9.7% | -4.9% | +14.6% | +14.3% |
| 6M | +31.9% | -1.5% | +33.5% | +32.8% |
| YTD | +35.4% | +8.5% | +26.9% | +24.4% |
| 1Y | +40.5% | +11.4% | +29.1% | +25.9% |
| 3Y | +80.1% | +70.1% | +10.0% | +5.3% |
| All | +31.6% | +53.4% | -21.8% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling