-100.0%
XXII price history and return analytics
+72.7%
-172.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -2.7% |
| 7D | -10.3% | -2.0% | -8.3% | -7.4% |
| 30D | -53.5% | -1.4% | -52.1% | -52.6% |
| 3M | -69.4% | +4.7% | -74.1% | -71.7% |
| 6M | -97.4% | +11.4% | -108.7% | -97.8% |
| YTD | -99.1% | +13.1% | -112.2% | -99.3% |
| 1Y | -99.6% | +19.0% | -118.6% | -99.7% |
| All | -100.0% | +72.7% | -172.7% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling