-94.7%
XELB price history and return analytics
+63.7%
-158.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.5% |
| 7D | +4.0% | -2.0% | +6.0% | +6.2% |
| 30D | -6.1% | -1.4% | -4.7% | -4.8% |
| 3M | -50.5% | +4.7% | -55.2% | -52.9% |
| 6M | -34.8% | +11.4% | -46.1% | -41.7% |
| YTD | -17.2% | +13.1% | -30.3% | -27.2% |
| 1Y | -38.4% | +19.0% | -57.4% | -48.3% |
| 3Y | -92.7% | +73.9% | -166.6% | -95.6% |
| 5Y | -94.7% | +65.4% | -160.1% | -96.6% |
| All | -94.7% | +63.7% | -158.4% | -96.6% |
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