-99.4%
XOS price history and return analytics
+92.3%
-191.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.3% | -0.3% | -25.0% | -25.0% |
| 7D | -29.6% | +2.4% | -32.0% | -31.3% |
| 30D | -42.0% | -1.5% | -40.5% | -40.9% |
| 3M | -33.7% | -4.1% | -29.6% | -31.1% |
| 6M | -15.8% | +0.6% | -16.3% | -17.5% |
| YTD | -5.5% | +11.0% | -16.6% | -18.4% |
| 1Y | -32.1% | +13.3% | -45.5% | -42.9% |
| 3Y | -86.1% | +73.4% | -159.5% | -93.2% |
| 5Y | -98.7% | +57.4% | -156.2% | -99.3% |
| All | -99.4% | +92.3% | -191.8% | -99.7% |
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 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