+11.9%
XFIV price history and return analytics
+99.3%
-87.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.2% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -0.6% | -0.7% | +0.1% | -0.5% |
| 3M | -0.6% | +4.0% | -4.6% | -0.8% |
| 6M | -2.1% | +12.3% | -14.4% | -2.7% |
| YTD | -1.2% | +14.0% | -15.2% | -1.8% |
| 1Y | -0.5% | +20.3% | -20.8% | -1.4% |
| 3Y | +12.1% | +75.4% | -63.3% | +7.9% |
| All | +11.9% | +99.3% | -87.4% | +5.9% |
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