+92.1%
XSD price history and return analytics
+57.5%
+34.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | 0.0% |
| 7D | -3.2% | -0.1% | -3.1% | -2.5% |
| 30D | -16.6% | -3.1% | -13.5% | -10.3% |
| 3M | -16.1% | -3.5% | -12.6% | -8.7% |
| 6M | -20.4% | +0.5% | -20.9% | -18.3% |
| YTD | +37.2% | +10.8% | +26.4% | +17.3% |
| 1Y | +32.1% | +11.9% | +20.2% | +11.2% |
| 3Y | +139.8% | +73.0% | +66.8% | -3.4% |
| 5Y | +92.1% | +58.6% | +33.5% | -1.6% |
| All | +92.1% | +57.5% | +34.6% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling