+288.4%
XITK price history and return analytics
+265.5%
+22.9%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +3.2% | +2.4% | +0.8% | +0.2% |
| 30D | -4.6% | -1.5% | -3.1% | -2.4% |
| 3M | -12.1% | -4.1% | -8.0% | -6.8% |
| 6M | -2.2% | +0.6% | -2.8% | -2.1% |
| YTD | +2.8% | +11.0% | -8.2% | -9.1% |
| 1Y | +2.7% | +13.3% | -10.7% | -11.5% |
| 3Y | +49.3% | +73.4% | -24.1% | -23.0% |
| 5Y | -21.0% | +57.4% | -78.4% | -52.8% |
| 10Y | +222.2% | +221.7% | +0.5% | +1.1% |
| All | +288.4% | +265.5% | +22.9% | +10.4% |
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