-21.8%
XME price history and return analytics
+1.5%
-23.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -1.5% |
| 7D | +1.5% | -0.7% | +2.2% | +2.9% |
| 30D | -7.3% | -1.7% | -5.5% | -3.8% |
| 3M | -17.4% | -2.3% | -15.1% | -13.1% |
| 6M | -21.8% | +1.5% | -23.3% | -23.7% |
| All | -21.8% | +1.5% | -23.3% | -23.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling