+196.6%
XHS price history and return analytics
+221.8%
-25.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +0.6% | +2.4% | -1.8% | -1.6% |
| 30D | +5.2% | -1.5% | +6.7% | +6.6% |
| 3M | +8.0% | -4.1% | +12.1% | +12.2% |
| 6M | +27.6% | +0.6% | +27.1% | +26.1% |
| YTD | +36.2% | +11.0% | +25.2% | +21.6% |
| 1Y | +43.1% | +13.3% | +29.8% | +25.2% |
| 3Y | +82.7% | +73.4% | +9.3% | +3.0% |
| 5Y | +32.9% | +57.4% | -24.5% | -17.0% |
| All | +196.6% | +221.8% | -25.2% | -7.1% |
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