-99.1%
XOS vs VT
+95.4%
-194.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -6.0% | -6.0% |
| 7D | -1.1% | -0.3% | -0.8% | -1.0% |
| 30D | -19.5% | -1.4% | -18.1% | -18.3% |
| 3M | +1.9% | -1.4% | +3.3% | +2.3% |
| 6M | +48.9% | +5.5% | +43.4% | +37.3% |
| YTD | +48.1% | +12.8% | +35.2% | +25.3% |
| 1Y | +10.7% | +15.4% | -4.7% | -9.0% |
| 3Y | -64.7% | +76.9% | -141.6% | -83.2% |
| 5Y | -98.2% | +60.4% | -158.6% | -99.0% |
| All | -99.1% | +95.4% | -194.5% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling