-61.5%
XIFR price history and return analytics
+74.0%
-135.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.9% |
| 7D | +3.8% | +2.4% | +1.5% | +0.9% |
| 30D | -23.2% | -1.5% | -21.7% | -21.9% |
| 3M | -34.5% | -4.1% | -30.4% | -31.2% |
| 6M | -34.9% | +0.6% | -35.4% | -35.4% |
| YTD | -24.0% | +11.0% | -35.0% | -33.3% |
| 1Y | -17.8% | +13.3% | -31.2% | -29.7% |
| 3Y | -61.5% | +73.4% | -134.9% | -86.3% |
| All | -61.5% | +74.0% | -135.5% | -86.3% |
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