+10.8%
XSVN price history and return analytics
+112.4%
-101.6%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.7% |
| 7D | -1.2% | -2.0% | +0.8% | -1.0% |
| 30D | -1.4% | -1.4% | 0.0% | -1.3% |
| 3M | -1.6% | +4.7% | -6.4% | -2.0% |
| 6M | -3.4% | +11.4% | -14.8% | -4.1% |
| YTD | -2.5% | +13.1% | -15.6% | -3.3% |
| 1Y | -2.2% | +19.0% | -21.2% | -3.4% |
| 3Y | +9.6% | +73.9% | -64.4% | +4.0% |
| All | +10.8% | +112.4% | -101.6% | +1.0% |
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