+77.9%
XCEM price history and return analytics
+65.7%
+12.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | +2.5% | -0.1% | +2.6% | +2.6% |
| 30D | +6.7% | -0.7% | +7.4% | +7.5% |
| 3M | +4.5% | +4.0% | +0.5% | +1.2% |
| 6M | +24.4% | +12.3% | +12.1% | +13.0% |
| YTD | +36.8% | +14.0% | +22.8% | +22.9% |
| 1Y | +54.7% | +20.3% | +34.4% | +32.9% |
| 3Y | +102.1% | +75.4% | +26.7% | +26.5% |
| 5Y | +77.9% | +66.0% | +11.9% | +17.0% |
| All | +77.9% | +65.7% | +12.2% | +17.0% |
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