+74.2%
XMPT price history and return analytics
+355.1%
-280.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | +0.2% |
| 7D | -2.3% | -1.1% | -1.2% | -2.1% |
| 30D | -4.4% | -1.0% | -3.4% | -4.2% |
| 3M | -4.9% | +3.2% | -8.0% | -5.4% |
| 6M | -4.3% | +12.5% | -16.8% | -6.4% |
| YTD | -2.3% | +14.1% | -16.3% | -4.7% |
| 1Y | 0.0% | +18.9% | -18.9% | -3.3% |
| 3Y | +21.9% | +74.1% | -52.2% | +9.4% |
| 5Y | -12.1% | +66.9% | -79.0% | -20.9% |
| 10Y | +15.3% | +228.3% | -213.0% | -6.5% |
| All | +74.2% | +355.1% | -280.8% | +40.1% |
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