+73.8%
XDSQ price history and return analytics
+81.5%
-7.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.4% |
| 7D | -0.5% | -1.1% | +0.6% | +0.5% |
| 30D | +0.1% | -1.0% | +1.0% | +0.9% |
| 3M | +4.2% | +3.2% | +1.0% | +1.3% |
| 6M | +7.3% | +12.5% | -5.2% | -3.7% |
| YTD | +7.1% | +14.1% | -7.0% | -5.0% |
| 1Y | +12.6% | +18.9% | -6.3% | -3.8% |
| 3Y | +52.4% | +74.1% | -21.7% | -6.4% |
| 5Y | +58.7% | +66.9% | -8.2% | -0.1% |
| All | +73.8% | +81.5% | -7.7% | +3.9% |
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