+691.9%
XMMO price history and return analytics
+371.8%
+320.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | +3.1% | +1.0% | +2.1% | +2.1% |
| 30D | -3.9% | -0.2% | -3.7% | -3.7% |
| 3M | -5.8% | +4.5% | -10.3% | -9.6% |
| 6M | +8.4% | +14.1% | -5.7% | -4.3% |
| YTD | +12.8% | +14.8% | -2.0% | -1.0% |
| 1Y | +16.9% | +21.2% | -4.3% | -2.5% |
| 3Y | +95.7% | +76.6% | +19.2% | +14.8% |
| 5Y | +87.3% | +66.6% | +20.7% | +16.7% |
| 10Y | +418.5% | +222.3% | +196.2% | +79.5% |
| All | +691.9% | +371.8% | +320.1% | +95.8% |
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