-58.9%
XGN price history and return analytics
+141.9%
-200.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.5% |
| 7D | -7.3% | -1.1% | -6.1% | -5.6% |
| 30D | +6.7% | -1.0% | +7.7% | +8.4% |
| 3M | +56.9% | +3.2% | +53.8% | +51.3% |
| 6M | +126.0% | +12.5% | +113.6% | +94.6% |
| YTD | +15.6% | +14.1% | +1.6% | -2.3% |
| 1Y | -29.7% | +18.9% | -48.6% | -44.1% |
| 3Y | +201.7% | +74.1% | +127.6% | +39.7% |
| 5Y | -47.1% | +66.9% | -114.0% | -74.0% |
| All | -58.9% | +141.9% | -200.8% | -90.8% |
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