+210.5%
XCEM price history and return analytics
+248.6%
-38.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +4.7% | +2.4% | +2.4% | +2.6% |
| 30D | -7.3% | -1.5% | -5.8% | -5.8% |
| 3M | -9.9% | -4.1% | -5.8% | -6.0% |
| 6M | -7.4% | +0.6% | -8.0% | -6.8% |
| YTD | +19.8% | +11.0% | +8.7% | +11.0% |
| 1Y | +24.8% | +13.3% | +11.4% | +13.7% |
| 3Y | +78.1% | +73.4% | +4.7% | +12.5% |
| 5Y | +57.6% | +57.4% | +0.2% | +7.7% |
| 10Y | +169.7% | +221.7% | -52.0% | +1.9% |
| All | +210.5% | +248.6% | -38.0% | +12.2% |
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