+402.6%
XME price history and return analytics
+229.8%
+172.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -2.2% |
| 7D | -4.2% | -1.1% | -3.1% | -2.8% |
| 30D | -2.7% | -1.0% | -1.7% | -1.3% |
| 3M | -3.9% | +3.2% | -7.1% | -7.5% |
| 6M | -1.0% | +12.5% | -13.5% | -14.4% |
| YTD | +9.8% | +14.1% | -4.2% | -6.5% |
| 1Y | +32.5% | +18.9% | +13.6% | +7.3% |
| 3Y | +124.3% | +74.1% | +50.3% | +11.6% |
| 5Y | +165.8% | +66.9% | +98.9% | +41.1% |
| All | +402.6% | +229.8% | +172.8% | +8.6% |
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