-51.2%
XP price history and return analytics
+125.0%
-176.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.9% | -3.6% |
| 7D | +1.6% | -0.1% | +1.8% | +1.7% |
| 30D | -54.1% | -3.1% | -51.0% | -52.0% |
| 3M | -8.6% | -3.5% | -5.1% | -3.6% |
| 6M | -21.8% | +0.5% | -22.3% | -22.9% |
| YTD | -8.4% | +10.8% | -19.2% | -21.7% |
| 1Y | -20.0% | +11.9% | -31.9% | -32.6% |
| 3Y | -26.6% | +73.0% | -99.6% | -70.5% |
| 5Y | -49.0% | +58.6% | -107.6% | -75.5% |
| All | -51.2% | +125.0% | -176.2% | -86.2% |
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