-11.1%
XTWY price history and return analytics
+116.9%
-128.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.2% |
| 7D | -1.8% | -2.0% | +0.2% | -1.4% |
| 30D | -1.3% | -1.4% | +0.1% | -1.0% |
| 3M | -4.7% | +4.7% | -9.4% | -5.5% |
| 6M | -7.7% | +11.4% | -19.1% | -9.5% |
| YTD | -5.6% | +13.1% | -18.6% | -7.7% |
| 1Y | -7.6% | +19.0% | -26.6% | -10.5% |
| 3Y | -6.9% | +73.9% | -80.8% | -18.0% |
| All | -11.1% | +116.9% | -128.1% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling