-22.1%
XSHD vs VT
+59.8%
-81.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -1.4% |
| 7D | -2.5% | -0.7% | -1.8% | -2.1% |
| 30D | +2.7% | -1.7% | +4.4% | +3.9% |
| 3M | -7.2% | -2.3% | -4.8% | -5.6% |
| 6M | -0.5% | +1.5% | -2.1% | -2.4% |
| YTD | +6.8% | +12.0% | -5.2% | -3.7% |
| 1Y | +7.2% | +12.9% | -5.7% | -4.0% |
| 3Y | +9.6% | +74.9% | -65.3% | -33.3% |
| 5Y | -22.1% | +59.9% | -82.1% | -50.4% |
| All | -22.1% | +59.8% | -81.9% | -50.4% |
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