+642.4%
XENE price history and return analytics
+229.8%
+412.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -1.1% |
| 7D | -1.8% | -1.1% | -0.7% | -0.8% |
| 30D | -10.1% | -1.0% | -9.1% | -9.3% |
| 3M | +12.4% | +3.2% | +9.2% | +8.9% |
| 6M | -0.7% | +12.5% | -13.1% | -11.5% |
| YTD | +30.9% | +14.1% | +16.8% | +15.1% |
| 1Y | +57.6% | +18.9% | +38.7% | +33.4% |
| 3Y | +56.9% | +74.1% | -17.2% | -6.4% |
| 5Y | +236.1% | +66.9% | +169.2% | +109.7% |
| All | +642.4% | +229.8% | +412.6% | +217.8% |
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