+52.0%
XJUN price history and return analytics
+67.7%
-15.7%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.8% | -2.0% | +1.2% | 0.0% |
| 30D | -0.1% | -1.4% | +1.3% | +0.4% |
| 3M | +1.7% | +4.7% | -3.1% | -0.2% |
| 6M | +4.3% | +11.4% | -7.0% | -0.3% |
| YTD | +4.9% | +13.1% | -8.2% | -0.4% |
| 1Y | +7.3% | +19.0% | -11.8% | -0.4% |
| 3Y | +33.7% | +73.9% | -40.3% | +6.1% |
| 5Y | +50.9% | +65.4% | -14.5% | +20.6% |
| All | +52.0% | +67.7% | -15.7% | +20.6% |
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