+26.7%
XMPT price history and return analytics
+224.7%
-198.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.3% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +5.2% | -1.7% | +6.9% | +5.6% |
| 3M | -5.9% | -2.3% | -3.6% | -5.3% |
| 6M | -6.0% | +1.5% | -7.5% | -6.5% |
| YTD | -3.7% | +12.0% | -15.7% | -6.7% |
| 1Y | -3.7% | +12.9% | -16.6% | -6.9% |
| 3Y | +21.8% | +74.9% | -53.2% | +4.3% |
| 5Y | -12.2% | +59.9% | -72.2% | -23.5% |
| All | +26.7% | +224.7% | -198.0% | -15.7% |
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