-15.7%
XPL price history and return analytics
+74.0%
-89.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -12.2% | +2.4% | -14.6% | -14.0% |
| 30D | -18.9% | -1.5% | -17.4% | -17.7% |
| 3M | -44.9% | -4.1% | -40.8% | -42.7% |
| 6M | -53.3% | +0.6% | -53.8% | -53.3% |
| YTD | -38.6% | +11.0% | -49.6% | -43.2% |
| 1Y | -28.3% | +13.3% | -41.7% | -34.9% |
| 3Y | -15.7% | +73.4% | -89.1% | -30.4% |
| All | -15.7% | +74.0% | -89.7% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling