-96.2%
XLO price history and return analytics
+60.3%
-156.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.8% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -5.7% | -3.1% | -2.7% | -2.8% |
| 3M | -7.3% | -3.5% | -3.8% | -4.0% |
| 6M | +10.2% | +0.5% | +9.7% | +9.6% |
| YTD | -4.8% | +10.8% | -15.6% | -14.6% |
| 1Y | -24.3% | +11.9% | -36.2% | -32.7% |
| 3Y | -57.4% | +73.0% | -130.4% | -76.5% |
| 5Y | -97.3% | +58.6% | -155.9% | -98.3% |
| All | -96.2% | +60.3% | -156.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling