-15.0%
XITK price history and return analytics
+63.7%
-78.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.4% |
| 7D | -2.8% | -2.0% | -0.8% | +0.5% |
| 30D | -5.5% | -1.4% | -4.1% | -3.2% |
| 3M | +1.7% | +4.7% | -3.1% | -5.4% |
| 6M | +23.3% | +11.4% | +12.0% | +3.8% |
| YTD | +7.1% | +13.1% | -6.0% | -12.1% |
| 1Y | +1.5% | +19.0% | -17.5% | -23.4% |
| 3Y | +44.8% | +73.9% | -29.2% | -42.4% |
| 5Y | -15.0% | +65.4% | -80.4% | -60.5% |
| All | -15.0% | +63.7% | -78.6% | -60.5% |
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