+152.4%
XHLD price history and return analytics
+19.6%
+132.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.9% | +14.7% | +13.8% |
| 7D | +35.6% | -1.1% | +36.7% | +38.5% |
| 30D | +134.2% | -1.0% | +135.2% | +138.9% |
| 3M | +927.0% | +3.2% | +923.9% | +828.8% |
| 6M | +735.3% | +12.5% | +722.9% | +451.3% |
| YTD | +961.9% | +14.1% | +947.8% | +595.0% |
| 1Y | +152.4% | +18.9% | +133.5% | +66.0% |
| All | +152.4% | +19.6% | +132.7% | +66.0% |
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 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