-66.3%
XCUR price history and return analytics
+74.2%
-140.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.9% |
| 7D | +12.0% | -1.1% | +13.1% | +12.4% |
| 30D | +7.7% | -1.0% | +8.7% | +8.0% |
| 3M | -50.4% | +3.2% | -53.5% | -50.9% |
| 6M | -66.1% | +12.5% | -78.6% | -67.3% |
| YTD | -74.2% | +14.1% | -88.2% | -75.2% |
| 1Y | -61.1% | +18.9% | -80.0% | -63.2% |
| 3Y | -66.3% | +74.1% | -140.4% | -67.1% |
| All | -66.3% | +74.2% | -140.5% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling