+293.1%
XSW price history and return analytics
+223.7%
+69.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.9% |
| 7D | -0.3% | +0.4% | -0.6% | -0.8% |
| 30D | +1.2% | -2.6% | +3.8% | +4.5% |
| 3M | +5.8% | -3.2% | +9.1% | +10.1% |
| 6M | +27.2% | +0.9% | +26.2% | +25.2% |
| YTD | +10.7% | +11.3% | -0.6% | -3.6% |
| 1Y | +8.4% | +14.0% | -5.6% | -8.3% |
| 3Y | +65.8% | +75.8% | -10.1% | -15.8% |
| 5Y | +11.5% | +57.8% | -46.4% | -34.5% |
| 10Y | +293.1% | +219.8% | +73.3% | +10.6% |
| All | +293.1% | +223.7% | +69.5% | +10.6% |
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