-35.1%
XIFR price history and return analytics
+236.5%
-271.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | +4.4% | +1.0% | +3.4% | +3.4% |
| 30D | +7.1% | -0.2% | +7.3% | +7.4% |
| 3M | +4.7% | +4.5% | +0.2% | +0.1% |
| 6M | +23.5% | +14.1% | +9.4% | +8.3% |
| YTD | +22.5% | +14.8% | +7.7% | +6.9% |
| 1Y | +22.6% | +21.2% | +1.4% | +1.5% |
| 3Y | -69.7% | +76.6% | -146.3% | -82.6% |
| 5Y | -80.0% | +66.6% | -146.6% | -87.9% |
| 10Y | -36.8% | +222.3% | -259.1% | -81.2% |
| All | -35.1% | +236.5% | -271.6% | -82.0% |
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