+152.6%
XRT price history and return analytics
+223.7%
-71.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +0.8% |
| 7D | +2.5% | +0.4% | +2.1% | +2.1% |
| 30D | +10.3% | -2.6% | +12.9% | +13.5% |
| 3M | +2.4% | -3.2% | +5.6% | +6.0% |
| 6M | +10.0% | +0.9% | +9.0% | +8.2% |
| YTD | +9.5% | +11.3% | -1.8% | -3.8% |
| 1Y | +17.2% | +14.0% | +3.2% | +0.2% |
| 3Y | +62.0% | +75.8% | -13.9% | -15.2% |
| 5Y | -2.1% | +57.8% | -59.9% | -41.4% |
| 10Y | +152.6% | +219.8% | -67.2% | -26.3% |
| All | +152.6% | +223.7% | -71.1% | -26.3% |
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 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