+184.4%
XERS price history and return analytics
+65.7%
+118.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -4.0% |
| 7D | -12.7% | -1.1% | -11.6% | -11.3% |
| 30D | -12.2% | -1.0% | -11.3% | -11.2% |
| 3M | +7.5% | +3.2% | +4.3% | +2.5% |
| 6M | +30.0% | +12.5% | +17.5% | +9.6% |
| YTD | -5.1% | +14.1% | -19.2% | -21.9% |
| 1Y | -3.0% | +18.9% | -21.9% | -24.7% |
| 3Y | +254.8% | +74.1% | +180.7% | +58.3% |
| All | +184.4% | +65.7% | +118.7% | +35.1% |
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 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