+814.6%
XLG price history and return analytics
+371.8%
+442.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +1.2% | +1.0% | +0.2% | +0.3% |
| 30D | -0.7% | -0.2% | -0.4% | -0.5% |
| 3M | +1.2% | +4.5% | -3.4% | -2.6% |
| 6M | +11.5% | +14.1% | -2.6% | -0.6% |
| YTD | +6.4% | +14.8% | -8.3% | -5.6% |
| 1Y | +13.9% | +21.2% | -7.3% | -3.6% |
| 3Y | +81.6% | +76.6% | +5.0% | +11.8% |
| 5Y | +88.7% | +66.6% | +22.1% | +22.9% |
| 10Y | +363.6% | +222.3% | +141.3% | +78.5% |
| All | +814.6% | +371.8% | +442.8% | +155.7% |
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 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