+147.5%
XSD price history and return analytics
+65.7%
+81.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +1.2% |
| 7D | +3.9% | -0.1% | +4.0% | +4.1% |
| 30D | -5.7% | -0.7% | -5.0% | -4.3% |
| 3M | -14.1% | +4.0% | -18.1% | -19.2% |
| 6M | +49.8% | +12.3% | +37.5% | +22.9% |
| YTD | +54.3% | +14.0% | +40.2% | +23.0% |
| 1Y | +68.8% | +20.3% | +48.5% | +22.6% |
| 3Y | +145.9% | +75.4% | +70.5% | -5.0% |
| 5Y | +147.5% | +66.0% | +81.5% | +15.6% |
| All | +147.5% | +65.7% | +81.8% | +15.6% |
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