-65.6%
XE vs VO
+7.9%
-73.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.9% | -9.3% | -10.8% |
| 7D | -12.9% | +1.0% | -13.9% | -15.3% |
| 30D | -30.3% | +2.6% | -32.9% | -34.6% |
| 3M | -45.9% | -0.3% | -45.6% | -45.0% |
| 6M | -66.2% | +7.6% | -73.8% | -71.7% |
| All | -65.6% | +7.9% | -73.5% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling