-11.6%
XSHD price history and return analytics
+210.7%
-222.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | -2.4% | +2.9% | -5.3% | -5.0% |
| 30D | +1.1% | -2.5% | +3.7% | +3.3% |
| 3M | -8.2% | -3.3% | -4.9% | -5.6% |
| 6M | -1.5% | +1.5% | -3.1% | -3.7% |
| YTD | +5.5% | +11.4% | -5.9% | -5.7% |
| 1Y | +6.6% | +11.9% | -5.3% | -5.3% |
| 3Y | +8.2% | +73.9% | -65.7% | -37.3% |
| 5Y | -22.9% | +57.9% | -80.7% | -51.1% |
| All | -11.6% | +210.7% | -222.3% | -71.3% |
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