+46.7%
XMAR price history and return analytics
+89.5%
-42.8%
-7.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | 0.0% |
| 7D | +0.2% | +0.4% | -0.1% | +0.1% |
| 30D | -0.2% | -2.6% | +2.4% | +0.6% |
| 3M | +1.2% | -3.2% | +4.4% | +2.1% |
| 6M | +3.4% | +0.9% | +2.5% | +2.9% |
| YTD | +9.5% | +11.3% | -1.8% | +5.3% |
| 1Y | +11.1% | +14.0% | -2.9% | +5.8% |
| 3Y | +36.5% | +75.8% | -39.4% | +12.4% |
| All | +46.7% | +89.5% | -42.8% | +17.3% |
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