+116.6%
XAR price history and return analytics
+66.2%
+50.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +0.5% | +1.0% | -0.5% | -0.6% |
| 30D | -11.7% | -0.2% | -11.5% | -11.5% |
| 3M | -6.6% | +4.5% | -11.1% | -10.8% |
| 6M | -9.3% | +14.1% | -23.3% | -20.8% |
| YTD | +5.1% | +14.8% | -9.7% | -8.9% |
| 1Y | +16.6% | +21.2% | -4.6% | -4.2% |
| 3Y | +118.2% | +76.6% | +41.7% | +22.7% |
| 5Y | +116.6% | +66.6% | +50.0% | +29.1% |
| All | +116.6% | +66.2% | +50.4% | +29.1% |
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 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