-34.1%
XP price history and return analytics
+133.1%
-167.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.5% |
| 7D | +6.8% | +1.0% | +5.8% | +5.1% |
| 30D | +23.1% | -0.2% | +23.3% | +23.6% |
| 3M | +32.7% | +4.5% | +28.1% | +23.4% |
| 6M | +8.6% | +14.1% | -5.4% | -11.5% |
| YTD | +23.7% | +14.8% | +8.9% | +0.3% |
| 1Y | +10.4% | +21.2% | -10.8% | -18.0% |
| 3Y | -8.7% | +76.6% | -85.2% | -64.3% |
| 5Y | -52.6% | +66.6% | -119.2% | -78.9% |
| All | -34.1% | +133.1% | -167.2% | -82.4% |
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