-35.7%
XBTY price history and return analytics
+34.3%
-70.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.4% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +3.9% | -0.7% | +4.6% | +4.5% |
| 3M | +3.4% | +4.0% | -0.6% | -0.6% |
| 6M | -3.1% | +12.3% | -15.4% | -14.5% |
| YTD | -18.5% | +14.0% | -32.5% | -29.9% |
| 1Y | -42.3% | +20.3% | -62.6% | -54.0% |
| All | -35.7% | +34.3% | -70.0% | -54.8% |
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 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