-46.5%
XGN price history and return analytics
+65.7%
-112.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.3% |
| 7D | -7.3% | -1.1% | -6.1% | -5.8% |
| 30D | +6.7% | -1.0% | +7.7% | +8.2% |
| 3M | +56.9% | +3.2% | +53.8% | +52.1% |
| 6M | +126.0% | +12.5% | +113.6% | +99.0% |
| YTD | +15.6% | +14.1% | +1.6% | +0.3% |
| 1Y | -29.7% | +18.9% | -48.6% | -41.9% |
| 3Y | +201.7% | +74.1% | +127.6% | +65.5% |
| All | -46.5% | +65.7% | -112.1% | -69.4% |
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