-50.1%
XP price history and return analytics
+120.4%
-170.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.1% |
| 7D | +5.9% | -2.3% | +8.3% | +9.9% |
| 30D | -48.7% | -5.0% | -43.8% | -44.7% |
| 3M | -9.2% | -4.9% | -4.4% | -2.0% |
| 6M | -21.6% | -1.5% | -20.1% | -20.1% |
| YTD | -6.3% | +8.5% | -14.8% | -17.2% |
| 1Y | -16.9% | +11.4% | -28.3% | -29.5% |
| 3Y | -19.5% | +70.1% | -89.6% | -66.7% |
| 5Y | -50.8% | +53.7% | -104.5% | -75.0% |
| All | -50.1% | +120.4% | -170.4% | -85.4% |
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 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