-99.2%
XOS price history and return analytics
+91.9%
-191.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.3% |
| 7D | -18.2% | -0.1% | -18.1% | -18.0% |
| 30D | -28.7% | -3.1% | -25.6% | -26.1% |
| 3M | -15.2% | -3.5% | -11.7% | -12.7% |
| 6M | +24.5% | +0.5% | +24.0% | +21.7% |
| YTD | +26.5% | +10.8% | +15.7% | +9.4% |
| 1Y | -5.4% | +11.9% | -17.3% | -19.3% |
| 3Y | -77.2% | +73.0% | -150.2% | -88.9% |
| 5Y | -98.4% | +58.6% | -157.0% | -99.1% |
| All | -99.2% | +91.9% | -191.1% | -99.6% |
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