+112.1%
XMLV price history and return analytics
+226.9%
-114.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.5% |
| 7D | -1.7% | -2.0% | +0.3% | -0.1% |
| 30D | -1.7% | -1.4% | -0.3% | -0.6% |
| 3M | +2.9% | +4.7% | -1.8% | -1.1% |
| 6M | +3.9% | +11.4% | -7.5% | -5.5% |
| YTD | +8.7% | +13.1% | -4.3% | -2.5% |
| 1Y | +8.2% | +19.0% | -10.8% | -7.2% |
| 3Y | +44.0% | +73.9% | -30.0% | -11.3% |
| 5Y | +38.5% | +65.4% | -26.9% | -11.6% |
| All | +112.1% | +226.9% | -114.8% | -25.7% |
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 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