+958.3%
XSD price history and return analytics
+229.8%
+728.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +1.6% |
| 7D | +2.9% | -1.1% | +4.0% | +4.8% |
| 30D | -6.4% | -1.0% | -5.4% | -4.8% |
| 3M | -15.4% | +3.2% | -18.5% | -18.6% |
| 6M | +50.2% | +12.5% | +37.7% | +27.0% |
| YTD | +57.3% | +14.1% | +43.3% | +30.4% |
| 1Y | +69.1% | +18.9% | +50.2% | +32.1% |
| 3Y | +152.2% | +74.1% | +78.1% | +15.0% |
| 5Y | +151.5% | +66.9% | +84.6% | +27.7% |
| All | +958.3% | +229.8% | +728.5% | +130.4% |
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