-70.2%
XOS vs VT
+75.0%
-145.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -9.2% | +0.4% | -9.7% | -9.5% |
| 30D | +3.4% | +1.0% | +2.4% | +2.0% |
| 3M | -42.2% | +2.4% | -44.6% | -43.5% |
| 6M | +44.5% | +12.0% | +32.5% | +26.3% |
| YTD | +68.5% | +15.3% | +53.2% | +42.6% |
| 1Y | +32.6% | +22.6% | +10.0% | +5.0% |
| All | -70.2% | +75.0% | -145.2% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling