+270.8%
XT price history and return analytics
+208.2%
+62.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.8% | -1.4% |
| 7D | -6.8% | -4.2% | -2.6% | -2.2% |
| 30D | -7.3% | -5.8% | -1.5% | -0.9% |
| 3M | -3.2% | -5.2% | +2.0% | +2.8% |
| 6M | +3.0% | +0.1% | +2.8% | +3.1% |
| YTD | +14.2% | +8.2% | +6.0% | +5.1% |
| 1Y | +14.8% | +10.1% | +4.7% | +3.7% |
| 3Y | +67.9% | +69.7% | -1.7% | -4.0% |
| 5Y | +31.3% | +53.4% | -22.0% | -15.7% |
| 10Y | +276.7% | +219.2% | +57.5% | +16.8% |
| All | +270.8% | +208.2% | +62.5% | +18.5% |
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