+400.3%
XYL price history and return analytics
+402.7%
-2.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.2% |
| 7D | +2.1% | +0.4% | +1.7% | +1.6% |
| 30D | -3.4% | -2.6% | -0.8% | -1.1% |
| 3M | -17.2% | -3.2% | -14.0% | -14.7% |
| 6M | -12.0% | +0.9% | -13.0% | -13.7% |
| YTD | -26.3% | +11.3% | -37.6% | -34.8% |
| 1Y | -33.5% | +14.0% | -47.5% | -42.6% |
| 3Y | +6.4% | +75.8% | -69.4% | -42.0% |
| 5Y | -20.9% | +57.8% | -78.7% | -51.4% |
| 10Y | +120.8% | +219.8% | -99.0% | -32.0% |
| All | +400.3% | +402.7% | -2.4% | +14.1% |
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