+181.5%
XME vs VO
+42.2%
+139.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.4% |
| 7D | -0.2% | -0.6% | +0.4% | +0.5% |
| 30D | +1.4% | -1.9% | +3.3% | +3.9% |
| 3M | +2.7% | +3.3% | -0.5% | -1.0% |
| 6M | +6.5% | +9.7% | -3.2% | -4.1% |
| YTD | +15.2% | +12.6% | +2.6% | +0.8% |
| 1Y | +43.5% | +13.6% | +29.9% | +24.6% |
| 3Y | +135.9% | +56.8% | +79.1% | +42.3% |
| 5Y | +181.5% | +42.3% | +139.2% | +86.4% |
| All | +181.5% | +42.2% | +139.2% | +86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling