-27.3%
XPL price history and return analytics
+224.4%
-251.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.4% |
| 7D | +2.1% | -0.7% | +2.8% | +2.6% |
| 30D | -14.3% | -1.7% | -12.5% | -13.0% |
| 3M | -39.2% | -2.3% | -36.9% | -38.0% |
| 6M | -43.5% | +1.5% | -45.0% | -44.0% |
| YTD | -31.4% | +12.0% | -43.5% | -37.1% |
| 1Y | -22.6% | +12.9% | -35.5% | -29.3% |
| 3Y | -5.9% | +74.9% | -80.8% | -38.8% |
| 5Y | -9.4% | +59.9% | -69.4% | -37.5% |
| 10Y | -27.3% | +224.6% | -251.9% | -61.2% |
| All | -27.3% | +224.4% | -251.6% | -61.2% |
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 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