+269.9%
XT price history and return analytics
+215.5%
+54.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | -4.5% | -2.3% | -2.1% | -1.9% |
| 30D | -6.0% | -5.0% | -1.1% | -0.5% |
| 3M | -2.4% | -4.9% | +2.5% | +3.3% |
| 6M | +1.8% | -1.5% | +3.3% | +3.9% |
| YTD | +14.9% | +8.5% | +6.4% | +5.3% |
| 1Y | +17.0% | +11.4% | +5.6% | +4.2% |
| 3Y | +69.7% | +70.1% | -0.3% | -4.0% |
| 5Y | +32.1% | +53.7% | -21.6% | -16.2% |
| All | +269.9% | +215.5% | +54.4% | +15.3% |
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