+808.1%
XSW price history and return analytics
+403.2%
+404.9%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +1.1% |
| 7D | -4.1% | -4.2% | +0.1% | +0.5% |
| 30D | +1.3% | -5.8% | +7.1% | +8.2% |
| 3M | +5.3% | -5.2% | +10.6% | +11.8% |
| 6M | +26.7% | +0.1% | +26.6% | +26.0% |
| YTD | +8.9% | +8.2% | +0.7% | -0.8% |
| 1Y | +5.1% | +10.1% | -5.0% | -6.1% |
| 3Y | +62.1% | +69.7% | -7.5% | -8.1% |
| 5Y | +11.8% | +53.4% | -41.6% | -28.0% |
| 10Y | +298.2% | +219.2% | +79.0% | +32.5% |
| All | +808.1% | +403.2% | +404.9% | +117.9% |
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