+413.6%
XMMO price history and return analytics
+229.8%
+183.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.1% |
| 7D | -1.4% | -1.1% | -0.3% | -0.1% |
| 30D | -7.0% | -1.0% | -6.0% | -5.9% |
| 3M | -9.3% | +3.2% | -12.5% | -12.3% |
| 6M | +4.5% | +12.5% | -8.0% | -8.0% |
| YTD | +10.3% | +14.1% | -3.8% | -4.5% |
| 1Y | +12.6% | +18.9% | -6.3% | -6.8% |
| 3Y | +91.1% | +74.1% | +17.0% | +4.6% |
| 5Y | +83.3% | +66.9% | +16.4% | +5.6% |
| All | +413.6% | +229.8% | +183.8% | +46.9% |
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