-80.0%
XYF price history and return analytics
+141.9%
-221.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -4.0% | +2.4% | -6.4% | -5.5% |
| 30D | +13.8% | -1.5% | +15.3% | +15.0% |
| 3M | +4.6% | -4.1% | +8.7% | +7.6% |
| 6M | +28.1% | +0.6% | +27.5% | +27.7% |
| YTD | +10.1% | +11.0% | -1.0% | +3.4% |
| 1Y | -47.9% | +13.3% | -61.2% | -51.8% |
| 3Y | +47.6% | +73.4% | -25.8% | +5.9% |
| 5Y | +41.8% | +57.4% | -15.6% | +6.7% |
| All | -80.0% | +141.9% | -221.9% | -86.4% |
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 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