+310.8%
XHE price history and return analytics
+358.3%
-47.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.4% |
| 7D | -3.4% | -0.1% | -3.2% | -3.3% |
| 30D | -3.0% | -0.7% | -2.3% | -2.4% |
| 3M | +10.0% | +4.0% | +6.0% | +5.9% |
| 6M | +10.4% | +12.3% | -1.9% | -1.0% |
| YTD | +3.6% | +14.0% | -10.4% | -8.4% |
| 1Y | +10.9% | +20.3% | -9.4% | -6.6% |
| 3Y | +11.0% | +75.4% | -64.5% | -33.4% |
| 5Y | -30.5% | +66.0% | -96.4% | -55.7% |
| 10Y | +82.9% | +228.2% | -145.3% | -32.2% |
| All | +310.8% | +358.3% | -47.5% | +17.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling