-74.8%
XPER price history and return analytics
+104.0%
-178.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -0.2% | +1.0% | -1.2% | -1.3% |
| 30D | -18.9% | -0.2% | -18.7% | -18.7% |
| 3M | -24.0% | +4.5% | -28.6% | -27.9% |
| 6M | -6.0% | +14.1% | -20.1% | -19.6% |
| YTD | -1.2% | +14.8% | -16.0% | -15.9% |
| 1Y | -5.5% | +21.2% | -26.7% | -24.3% |
| 3Y | -45.6% | +76.6% | -122.2% | -69.7% |
| All | -74.8% | +104.0% | -178.8% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling