-96.0%
XLO price history and return analytics
+66.1%
-162.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +0.3% | +1.0% | -0.7% | -0.6% |
| 30D | -2.8% | -0.2% | -2.6% | -2.7% |
| 3M | +16.0% | +4.5% | +11.5% | +10.6% |
| 6M | +20.1% | +14.1% | +6.0% | +4.9% |
| YTD | -0.6% | +14.8% | -15.3% | -13.8% |
| 1Y | -8.6% | +21.2% | -29.8% | -24.9% |
| 3Y | -76.2% | +76.6% | -152.8% | -87.1% |
| All | -96.0% | +66.1% | -162.1% | -97.7% |
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