+15.2%
XYL price history and return analytics
+77.5%
-62.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -5.0% | +0.4% | -5.5% | -5.4% |
| 30D | -13.2% | +1.0% | -14.2% | -14.0% |
| 3M | -3.7% | +2.4% | -6.1% | -6.0% |
| 6M | -17.7% | +12.0% | -29.7% | -26.5% |
| YTD | -21.5% | +15.3% | -36.9% | -32.0% |
| 1Y | -24.5% | +22.6% | -47.1% | -38.5% |
| All | +15.2% | +77.5% | -62.3% | -35.3% |
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