+117.6%
XJR price history and return analytics
+127.7%
-10.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.1% |
| 7D | -2.4% | -2.0% | -0.4% | -0.2% |
| 30D | -5.1% | -1.4% | -3.6% | -3.5% |
| 3M | +1.5% | +4.7% | -3.2% | -3.7% |
| 6M | +14.2% | +11.4% | +2.8% | +0.9% |
| YTD | +17.4% | +13.1% | +4.3% | +2.0% |
| 1Y | +18.7% | +19.0% | -0.3% | -2.6% |
| 3Y | +51.5% | +73.9% | -22.4% | -18.0% |
| 5Y | +37.7% | +65.4% | -27.7% | -20.5% |
| All | +117.6% | +127.7% | -10.1% | -10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling