+288.0%
XAR price history and return analytics
+221.8%
+66.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +3.0% | +2.4% | +0.6% | +0.4% |
| 30D | +4.7% | -1.5% | +6.2% | +6.6% |
| 3M | -21.0% | -4.1% | -16.9% | -17.1% |
| 6M | -14.5% | +0.6% | -15.1% | -14.8% |
| YTD | -4.3% | +11.0% | -15.3% | -14.4% |
| 1Y | +1.7% | +13.3% | -11.6% | -11.0% |
| 3Y | +90.9% | +73.4% | +17.5% | +4.0% |
| 5Y | +92.9% | +57.4% | +35.4% | +17.3% |
| All | +288.0% | +221.8% | +66.2% | +14.1% |
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 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