+175.4%
XSLV price history and return analytics
+304.4%
-129.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -0.5% | +2.9% | -3.4% | -2.9% |
| 30D | +4.2% | -2.5% | +6.7% | +6.3% |
| 3M | -3.5% | -3.3% | -0.1% | -0.9% |
| 6M | +5.2% | +1.5% | +3.7% | +3.1% |
| YTD | +12.5% | +11.4% | +1.2% | +1.2% |
| 1Y | +14.0% | +11.9% | +2.1% | +2.1% |
| 3Y | +40.0% | +73.9% | -33.9% | -16.0% |
| 5Y | +12.2% | +57.9% | -45.7% | -27.1% |
| 10Y | +60.1% | +222.6% | -162.5% | -44.3% |
| All | +175.4% | +304.4% | -129.0% | -18.8% |
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