+58.3%
XRN price history and return analytics
+221.8%
-163.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | -6.7% | +2.4% | -9.0% | -8.8% |
| 30D | -13.9% | -1.5% | -12.4% | -12.9% |
| 3M | -25.7% | -4.1% | -21.6% | -22.9% |
| 6M | -19.5% | +0.6% | -20.1% | -20.6% |
| YTD | -17.0% | +11.0% | -28.0% | -25.6% |
| 1Y | -10.9% | +13.3% | -24.2% | -21.8% |
| 3Y | -25.3% | +73.4% | -98.7% | -57.0% |
| 5Y | -51.2% | +57.4% | -108.6% | -69.2% |
| All | +58.3% | +221.8% | -163.5% | -46.2% |
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