+196.9%
XHS price history and return analytics
+222.7%
-25.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -1.1% | +2.9% | -4.0% | -3.8% |
| 30D | +6.4% | -2.5% | +8.9% | +8.9% |
| 3M | +8.3% | -3.3% | +11.6% | +11.5% |
| 6M | +28.3% | +1.5% | +26.7% | +25.5% |
| YTD | +36.4% | +11.4% | +25.0% | +21.4% |
| 1Y | +40.9% | +11.9% | +29.0% | +24.8% |
| 3Y | +84.1% | +73.9% | +10.2% | +3.5% |
| 5Y | +33.1% | +57.9% | -24.8% | -17.1% |
| All | +196.9% | +222.7% | -25.7% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling