+2,195.1%
XSD price history and return analytics
+356.5%
+1,838.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.8% |
| 7D | +6.1% | +2.4% | +3.8% | +3.3% |
| 30D | -8.6% | -1.5% | -7.1% | -6.1% |
| 3M | -17.5% | -4.1% | -13.4% | -12.1% |
| 6M | -21.7% | +0.6% | -22.3% | -20.1% |
| YTD | +37.4% | +11.0% | +26.4% | +25.4% |
| 1Y | +42.0% | +13.3% | +28.7% | +26.8% |
| 3Y | +141.7% | +73.4% | +68.3% | +38.9% |
| 5Y | +86.2% | +57.4% | +28.7% | +24.7% |
| 10Y | +785.5% | +221.7% | +563.8% | +205.8% |
| All | +2,195.1% | +356.5% | +1,838.6% | +485.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling