+113.6%
XTN price history and return analytics
+221.8%
-108.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +2.9% | +2.4% | +0.5% | +0.1% |
| 30D | +5.0% | -1.5% | +6.5% | +6.8% |
| 3M | -8.6% | -4.1% | -4.5% | -4.0% |
| 6M | +2.7% | +0.6% | +2.2% | +1.8% |
| YTD | +12.7% | +11.0% | +1.7% | -0.7% |
| 1Y | +22.8% | +13.3% | +9.4% | +5.6% |
| 3Y | +51.6% | +73.4% | -21.8% | -20.4% |
| 5Y | +10.0% | +57.4% | -47.5% | -34.7% |
| All | +113.6% | +221.8% | -108.2% | -44.8% |
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