-80.1%
XYF price history and return analytics
+142.6%
-222.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | +17.0% | +2.9% | +14.1% | +14.8% |
| 30D | +9.3% | -2.5% | +11.9% | +11.3% |
| 3M | +10.6% | -3.3% | +13.9% | +13.2% |
| 6M | +20.7% | +1.5% | +19.2% | +19.6% |
| YTD | +9.7% | +11.4% | -1.7% | +2.8% |
| 1Y | -48.8% | +11.9% | -60.7% | -52.2% |
| 3Y | +58.9% | +73.9% | -15.0% | +13.8% |
| 5Y | +41.3% | +57.9% | -16.6% | +6.1% |
| All | -80.1% | +142.6% | -222.7% | -86.5% |
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