+38.6%
XSHQ price history and return analytics
+63.7%
-25.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -3.1% | -2.0% | -1.1% | -1.1% |
| 30D | -4.5% | -1.4% | -3.1% | -3.1% |
| 3M | +2.4% | +4.7% | -2.3% | -2.5% |
| 6M | +10.5% | +11.4% | -0.8% | -1.5% |
| YTD | +11.5% | +13.1% | -1.6% | -2.3% |
| 1Y | +8.5% | +19.0% | -10.5% | -10.0% |
| 3Y | +34.2% | +73.9% | -39.8% | -24.4% |
| 5Y | +38.6% | +65.4% | -26.8% | -17.3% |
| All | +38.6% | +63.7% | -25.1% | -17.3% |
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 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