+158.7%
XES price history and return analytics
+66.2%
+92.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | +0.5% | +1.0% | -0.5% | -0.7% |
| 30D | +8.6% | -0.2% | +8.9% | +8.9% |
| 3M | +0.2% | +4.5% | -4.4% | -5.4% |
| 6M | +14.3% | +14.1% | +0.2% | -3.8% |
| YTD | +51.0% | +14.8% | +36.3% | +26.3% |
| 1Y | +79.5% | +21.2% | +58.3% | +40.4% |
| 3Y | +31.9% | +76.6% | -44.6% | -33.2% |
| 5Y | +158.7% | +66.6% | +92.1% | +44.7% |
| All | +158.7% | +66.2% | +92.5% | +44.7% |
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