-89.9%
XPL price history and return analytics
+346.0%
-435.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.4% |
| 7D | +2.1% | -2.3% | +4.4% | +3.4% |
| 30D | -12.5% | -5.0% | -7.6% | -9.9% |
| 3M | -33.8% | -4.9% | -28.9% | -31.8% |
| 6M | -42.4% | -1.5% | -40.8% | -41.7% |
| YTD | -30.0% | +8.5% | -38.5% | -32.9% |
| 1Y | -21.0% | +11.4% | -32.4% | -25.2% |
| 3Y | -3.9% | +70.1% | -74.0% | -27.7% |
| 5Y | -7.6% | +53.7% | -61.3% | -27.0% |
| 10Y | -28.0% | +220.0% | -247.9% | -59.0% |
| All | -89.9% | +346.0% | -435.9% | -95.3% |
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