+215.1%
XTL price history and return analytics
+222.7%
-7.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +10.0% | +2.9% | +7.1% | +6.7% |
| 30D | -7.1% | -2.5% | -4.5% | -4.1% |
| 3M | -15.5% | -3.3% | -12.1% | -11.9% |
| 6M | -16.3% | +1.5% | -17.8% | -17.0% |
| YTD | +22.8% | +11.4% | +11.5% | +10.4% |
| 1Y | +29.9% | +11.9% | +18.0% | +16.5% |
| 3Y | +189.0% | +73.9% | +115.1% | +65.5% |
| 5Y | +89.1% | +57.9% | +31.2% | +19.8% |
| All | +215.1% | +222.7% | -7.6% | -7.5% |
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 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