-87.7%
XHLD price history and return analytics
+34.2%
-121.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.9% | +14.7% | +13.5% |
| 7D | +35.6% | -1.1% | +36.7% | +39.1% |
| 30D | +134.2% | -1.0% | +135.2% | +139.7% |
| 3M | +927.0% | +3.2% | +923.9% | +827.3% |
| 6M | +735.3% | +12.5% | +722.9% | +477.5% |
| YTD | +961.9% | +14.1% | +947.8% | +622.2% |
| 1Y | +152.4% | +18.9% | +133.5% | +57.0% |
| All | -87.7% | +34.2% | -121.9% | -92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling