-84.1%
XHLD price history and return analytics
+13.3%
-97.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.4% |
| 7D | -14.7% | -1.6% | -13.1% | -10.0% |
| 30D | +59.8% | -2.5% | +62.3% | +73.4% |
| 3M | -13.3% | -1.3% | -12.0% | +10.6% |
| 6M | -36.1% | +3.1% | -39.2% | -30.5% |
| YTD | -33.9% | +10.9% | -44.8% | -40.8% |
| All | -84.1% | +13.3% | -97.4% | -86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling