-97.3%
XWEL price history and return analytics
+65.7%
-163.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.3% |
| 7D | -2.0% | -1.1% | -0.9% | -1.1% |
| 30D | -6.8% | -1.0% | -5.8% | -5.9% |
| 3M | -20.0% | +3.2% | -23.2% | -22.1% |
| 6M | -34.7% | +12.5% | -47.2% | -41.3% |
| YTD | +108.7% | +14.1% | +94.6% | +87.1% |
| 1Y | -8.6% | +18.9% | -27.5% | -20.7% |
| 3Y | -71.8% | +74.1% | -145.9% | -83.4% |
| All | -97.3% | +65.7% | -163.0% | -98.2% |
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