-45.6%
XXI price history and return analytics
+48.5%
-94.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -10.7% | -1.1% | -9.5% | -9.4% |
| 30D | +15.7% | -1.0% | +16.7% | +17.5% |
| 3M | -4.7% | +3.2% | -7.9% | -7.7% |
| 6M | -22.6% | +12.5% | -35.1% | -31.0% |
| YTD | -37.8% | +14.1% | -51.8% | -44.7% |
| 1Y | -74.9% | +18.9% | -93.8% | -78.2% |
| All | -45.6% | +48.5% | -94.1% | -57.0% |
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