+74.1%
XMPT price history and return analytics
+344.1%
-270.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.1% |
| 7D | +2.0% | +0.4% | +1.7% | +2.0% |
| 30D | +6.2% | -2.6% | +8.8% | +6.7% |
| 3M | -4.9% | -3.2% | -1.7% | -4.3% |
| 6M | -4.6% | +0.9% | -5.6% | -4.9% |
| YTD | -2.3% | +11.3% | -13.6% | -4.4% |
| 1Y | -1.4% | +14.0% | -15.4% | -3.9% |
| 3Y | +24.6% | +75.8% | -51.3% | +11.7% |
| 5Y | -10.9% | +57.8% | -68.7% | -19.1% |
| 10Y | +22.6% | +219.8% | -197.2% | -0.2% |
| All | +74.1% | +344.1% | -270.0% | +40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling