+107.4%
XYLG price history and return analytics
+116.6%
-9.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.4% |
| 7D | -0.7% | -0.7% | 0.0% | -0.1% |
| 30D | -1.4% | -1.7% | +0.3% | 0.0% |
| 3M | +0.4% | -2.3% | +2.7% | +2.3% |
| 6M | +5.6% | +1.5% | +4.1% | +4.2% |
| YTD | +11.9% | +12.0% | -0.2% | +1.7% |
| 1Y | +13.7% | +12.9% | +0.8% | +2.7% |
| 3Y | +63.0% | +74.9% | -11.9% | +3.2% |
| 5Y | +58.8% | +59.9% | -1.1% | +7.2% |
| All | +107.4% | +116.6% | -9.2% | +8.1% |
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