-10.0%
XSHD vs VT
+209.1%
-219.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +0.9% | -0.1% | +1.1% | +0.9% |
| 30D | +3.6% | -3.1% | +6.7% | +6.3% |
| 3M | -6.1% | -3.5% | -2.6% | -3.3% |
| 6M | -1.2% | +0.5% | -1.7% | -2.4% |
| YTD | +7.4% | +10.8% | -3.4% | -3.5% |
| 1Y | +9.1% | +11.9% | -2.8% | -3.0% |
| 3Y | +10.2% | +73.0% | -62.8% | -35.8% |
| 5Y | -21.5% | +58.6% | -80.1% | -50.5% |
| All | -10.0% | +209.1% | -219.0% | -70.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling