+531.8%
XMVM price history and return analytics
+346.0%
+185.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | -2.8% | -2.3% | -0.5% | -0.7% |
| 30D | +1.9% | -5.0% | +6.9% | +6.8% |
| 3M | -2.3% | -4.9% | +2.6% | +2.2% |
| 6M | +4.5% | -1.5% | +6.1% | +5.4% |
| YTD | +14.3% | +8.5% | +5.8% | +4.7% |
| 1Y | +23.1% | +11.4% | +11.7% | +10.0% |
| 3Y | +69.5% | +70.1% | -0.6% | +2.0% |
| 5Y | +61.0% | +53.7% | +7.3% | +7.4% |
| 10Y | +215.4% | +220.0% | -4.5% | +12.0% |
| All | +531.8% | +346.0% | +185.8% | +58.5% |
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