+64.0%
XRN price history and return analytics
+226.9%
-162.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.2% |
| 7D | +0.3% | -2.0% | +2.3% | +2.2% |
| 30D | +4.8% | -1.4% | +6.2% | +6.2% |
| 3M | +0.3% | +4.7% | -4.4% | -4.5% |
| 6M | +5.3% | +11.4% | -6.1% | -5.5% |
| YTD | +12.4% | +13.1% | -0.7% | -0.9% |
| 1Y | +3.7% | +19.0% | -15.3% | -13.2% |
| 3Y | +1.0% | +73.9% | -73.0% | -42.0% |
| 5Y | -27.4% | +65.4% | -92.8% | -56.3% |
| All | +64.0% | +226.9% | -162.8% | -50.6% |
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