+47.1%
XMAR price history and return analytics
+90.8%
-43.7%
-7.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.1% |
| 7D | 0.0% | -0.7% | +0.7% | +0.2% |
| 30D | +0.1% | -1.7% | +1.8% | +0.6% |
| 3M | +1.5% | -2.3% | +3.8% | +2.1% |
| 6M | +3.7% | +1.5% | +2.2% | +3.0% |
| YTD | +9.8% | +12.0% | -2.2% | +5.4% |
| 1Y | +11.0% | +12.9% | -1.9% | +6.2% |
| 3Y | +36.2% | +74.9% | -38.8% | +12.3% |
| All | +47.1% | +90.8% | -43.7% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling