+1,005.4%
XAR price history and return analytics
+415.1%
+590.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | +1.1% | -0.1% | +1.2% | +1.3% |
| 30D | +3.6% | -3.1% | +6.7% | +7.0% |
| 3M | -17.9% | -3.5% | -14.4% | -14.8% |
| 6M | -10.8% | +0.5% | -11.2% | -10.9% |
| YTD | -1.8% | +10.8% | -12.6% | -10.9% |
| 1Y | 0.0% | +11.9% | -11.9% | -10.0% |
| 3Y | +98.7% | +73.0% | +25.7% | +16.4% |
| 5Y | +96.2% | +58.6% | +37.6% | +25.2% |
| 10Y | +308.1% | +219.2% | +88.9% | +43.3% |
| All | +1,005.4% | +415.1% | +590.4% | +204.1% |
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 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