-73.6%
XPER price history and return analytics
+97.4%
-171.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.0% |
| 7D | +6.7% | +2.4% | +4.3% | +4.0% |
| 30D | +20.4% | -1.5% | +21.9% | +21.8% |
| 3M | -7.6% | -4.1% | -3.5% | -3.6% |
| 6M | -26.1% | +0.6% | -26.6% | -27.0% |
| YTD | +3.6% | +11.0% | -7.5% | -9.0% |
| 1Y | -3.7% | +13.3% | -17.0% | -17.3% |
| 3Y | -29.3% | +73.4% | -102.6% | -59.9% |
| All | -73.6% | +97.4% | -171.0% | -85.8% |
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