+804.3%
XSW price history and return analytics
+436.3%
+368.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.0% | +0.4% | -3.4% | -3.4% |
| 30D | +4.9% | +1.0% | +3.9% | +3.8% |
| 3M | +15.7% | +2.4% | +13.4% | +12.6% |
| 6M | +30.0% | +12.0% | +18.0% | +14.1% |
| YTD | +8.5% | +15.3% | -6.9% | -7.8% |
| 1Y | +8.4% | +22.6% | -14.2% | -13.8% |
| 3Y | +50.2% | +74.7% | -24.5% | -17.5% |
| 5Y | +12.3% | +66.1% | -53.8% | -33.6% |
| 10Y | +275.2% | +225.0% | +50.2% | +21.0% |
| All | +804.3% | +436.3% | +368.0% | +102.4% |
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