+148.9%
XLSR price history and return analytics
+150.5%
-1.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +0.6% | +1.0% | -0.4% | -0.4% |
| 30D | -1.1% | -0.2% | -0.9% | -0.9% |
| 3M | +1.8% | +4.5% | -2.8% | -2.7% |
| 6M | +10.2% | +14.1% | -3.8% | -3.8% |
| YTD | +6.0% | +14.8% | -8.8% | -8.2% |
| 1Y | +13.6% | +21.2% | -7.6% | -7.0% |
| 3Y | +56.1% | +76.6% | -20.4% | -12.6% |
| 5Y | +56.7% | +66.6% | -9.9% | -6.9% |
| All | +148.9% | +150.5% | -1.6% | -2.9% |
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