+32.9%
XHR price history and return analytics
+234.2%
-201.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.9% |
| 7D | -3.0% | -2.0% | -1.0% | -0.3% |
| 30D | -5.6% | -1.4% | -4.2% | -3.8% |
| 3M | -4.0% | +4.7% | -8.7% | -10.6% |
| 6M | +20.0% | +11.4% | +8.6% | +2.3% |
| YTD | +26.5% | +13.1% | +13.5% | +5.4% |
| 1Y | +26.4% | +19.0% | +7.3% | -2.4% |
| 3Y | +63.3% | +73.9% | -10.6% | -24.5% |
| 5Y | +21.9% | +65.4% | -43.5% | -38.5% |
| 10Y | +56.9% | +225.4% | -168.5% | -63.9% |
| All | +32.9% | +234.2% | -201.2% | -69.9% |
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