+39.9%
XYZG price history and return analytics
+50.0%
-10.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | +0.6% |
| 7D | -7.4% | -0.1% | -7.3% | -6.9% |
| 30D | -1.1% | -0.7% | -0.4% | +2.0% |
| 3M | +25.4% | +4.0% | +21.4% | +11.5% |
| 6M | +24.5% | +12.3% | +12.2% | -12.1% |
| YTD | +14.8% | +14.0% | +0.8% | -21.6% |
| 1Y | -23.0% | +20.3% | -43.3% | -55.0% |
| All | +39.9% | +50.0% | -10.1% | -59.4% |
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 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