+35.6%
XHS price history and return analytics
+57.5%
-21.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +4.0% | -0.1% | +4.2% | +4.1% |
| 30D | +8.5% | -3.1% | +11.6% | +11.3% |
| 3M | +8.0% | -3.5% | +11.5% | +11.2% |
| 6M | +31.5% | +0.5% | +31.0% | +30.1% |
| YTD | +38.2% | +10.8% | +27.5% | +24.7% |
| 1Y | +43.6% | +11.9% | +31.7% | +28.3% |
| 3Y | +86.5% | +73.0% | +13.6% | +7.6% |
| 5Y | +35.6% | +58.6% | -23.0% | -11.8% |
| All | +35.6% | +57.5% | -21.9% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling