-7.1%
XSHD price history and return analytics
+215.4%
-222.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.5% |
| 7D | -3.1% | -2.0% | -1.1% | -1.3% |
| 30D | -3.7% | -1.4% | -2.3% | -2.4% |
| 3M | +1.1% | +4.7% | -3.6% | -3.5% |
| 6M | +6.3% | +11.4% | -5.0% | -4.5% |
| YTD | +10.8% | +13.1% | -2.2% | -2.0% |
| 1Y | +6.0% | +19.0% | -13.0% | -10.9% |
| 3Y | +7.4% | +73.9% | -66.6% | -37.5% |
| 5Y | -15.7% | +65.4% | -81.0% | -48.8% |
| All | -7.1% | +215.4% | -222.5% | -70.2% |
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