-80.3%
XMAX price history and return analytics
+229.8%
-310.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -0.9% | -1.1% | +0.2% | -0.1% |
| 30D | -4.0% | -1.0% | -3.1% | -3.4% |
| 3M | -0.9% | +3.2% | -4.1% | -3.2% |
| 6M | +37.2% | +12.5% | +24.8% | +25.0% |
| YTD | +42.5% | +14.1% | +28.4% | +28.1% |
| 1Y | +72.7% | +18.9% | +53.8% | +50.3% |
| 3Y | +206.5% | +74.1% | +132.4% | +97.5% |
| 5Y | -24.3% | +66.9% | -91.2% | -49.5% |
| All | -80.3% | +229.8% | -310.1% | -92.8% |
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