-100.0%
XTIA price history and return analytics
+380.7%
-480.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | -21.5% | +0.4% | -21.9% | -21.8% |
| 30D | -30.3% | +1.0% | -31.2% | -30.8% |
| 3M | -45.6% | +2.4% | -48.0% | -46.9% |
| 6M | -58.6% | +12.0% | -70.6% | -63.6% |
| YTD | -14.5% | +15.3% | -29.9% | -27.9% |
| 1Y | -47.0% | +22.6% | -69.6% | -58.1% |
| 3Y | -100.0% | +74.7% | -174.6% | -100.0% |
| 5Y | -100.0% | +66.1% | -166.1% | -100.0% |
| 10Y | -100.0% | +225.0% | -325.0% | -100.0% |
| All | -100.0% | +380.7% | -480.7% | -100.0% |
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