-9.4%
XSHD vs VT
+202.0%
-211.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +2.3% |
| 7D | +1.1% | -4.2% | +5.3% | +5.0% |
| 30D | +3.8% | -5.8% | +9.6% | +9.3% |
| 3M | -5.9% | -5.2% | -0.7% | -1.5% |
| 6M | -1.8% | +0.1% | -1.9% | -2.8% |
| YTD | +8.1% | +8.2% | -0.1% | -0.8% |
| 1Y | +8.8% | +10.1% | -1.3% | -1.9% |
| 3Y | +7.0% | +69.7% | -62.7% | -36.6% |
| 5Y | -21.3% | +53.4% | -74.6% | -48.8% |
| All | -9.4% | +202.0% | -211.3% | -69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling