+123.7%
XRT price history and return analytics
+221.4%
-97.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -0.3% | +1.0% | -1.3% | -1.4% |
| 30D | -5.6% | -0.2% | -5.4% | -5.4% |
| 3M | +2.5% | +4.5% | -2.0% | -2.7% |
| 6M | +3.7% | +14.1% | -10.4% | -11.1% |
| YTD | +1.0% | +14.8% | -13.8% | -14.1% |
| 1Y | -1.2% | +21.2% | -22.4% | -20.9% |
| 3Y | +43.4% | +76.6% | -33.2% | -25.0% |
| 5Y | -0.7% | +66.6% | -67.3% | -43.8% |
| 10Y | +123.7% | +222.3% | -98.6% | -35.6% |
| All | +123.7% | +221.4% | -97.7% | -35.6% |
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