-75.2%
XPER price history and return analytics
+101.0%
-176.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.1% |
| 7D | -2.1% | -2.0% | -0.1% | +0.2% |
| 30D | -13.7% | -1.4% | -12.3% | -12.3% |
| 3M | -24.4% | +4.7% | -29.1% | -28.4% |
| 6M | -4.0% | +11.4% | -15.4% | -15.6% |
| YTD | -2.6% | +13.1% | -15.6% | -15.7% |
| 1Y | -3.9% | +19.0% | -22.9% | -21.4% |
| 3Y | -46.3% | +73.9% | -120.3% | -69.6% |
| All | -75.2% | +101.0% | -176.1% | -86.8% |
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