-37.4%
XES price history and return analytics
+224.4%
-261.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +1.4% |
| 7D | +0.8% | -0.7% | +1.5% | +2.0% |
| 30D | -8.8% | -1.7% | -7.1% | -6.5% |
| 3M | -17.0% | -2.3% | -14.7% | -14.3% |
| 6M | -20.0% | +1.5% | -21.5% | -22.5% |
| YTD | +23.7% | +12.0% | +11.6% | +2.1% |
| 1Y | +23.3% | +12.9% | +10.4% | +0.6% |
| 3Y | +24.0% | +74.9% | -51.0% | -48.0% |
| 5Y | +85.5% | +59.9% | +25.6% | -10.3% |
| 10Y | -37.4% | +224.6% | -262.0% | -88.6% |
| All | -37.4% | +224.4% | -261.8% | -88.6% |
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 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