-98.4%
XOS vs VT
+53.2%
-151.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -4.1% | -7.1% | -6.8% |
| 7D | -10.2% | -4.2% | -6.0% | -5.8% |
| 30D | -28.3% | -5.8% | -22.5% | -23.3% |
| 3M | -19.3% | -5.2% | -14.1% | -15.1% |
| 6M | +32.2% | +0.1% | +32.1% | +29.1% |
| YTD | +31.5% | +8.2% | +23.3% | +15.7% |
| 1Y | -4.8% | +10.1% | -14.9% | -18.2% |
| 3Y | -68.6% | +69.7% | -138.3% | -85.2% |
| 5Y | -98.4% | +53.4% | -151.7% | -99.1% |
| All | -98.4% | +53.2% | -151.6% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling