+496.1%
XPH price history and return analytics
+356.5%
+139.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +3.2% | +2.4% | +0.9% | +1.4% |
| 30D | +7.7% | -1.5% | +9.2% | +9.0% |
| 3M | -4.4% | -4.1% | -0.3% | -1.3% |
| 6M | +13.3% | +0.6% | +12.7% | +12.6% |
| YTD | +19.6% | +11.0% | +8.6% | +10.3% |
| 1Y | +33.7% | +13.3% | +20.4% | +21.4% |
| 3Y | +96.2% | +73.4% | +22.8% | +29.1% |
| 5Y | +40.2% | +57.4% | -17.2% | -1.1% |
| 10Y | +76.5% | +221.7% | -145.2% | -25.2% |
| All | +496.1% | +356.5% | +139.6% | +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 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