-99.2%
XOS price history and return analytics
+94.1%
-193.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +3.6% |
| 7D | -10.4% | -0.7% | -9.8% | -9.5% |
| 30D | -25.2% | -1.7% | -23.5% | -23.6% |
| 3M | -9.8% | -2.3% | -7.5% | -8.3% |
| 6M | +27.0% | +1.5% | +25.5% | +23.0% |
| YTD | +32.6% | +12.0% | +20.6% | +13.3% |
| 1Y | -0.4% | +12.9% | -13.3% | -15.7% |
| 3Y | -76.1% | +74.9% | -151.1% | -88.5% |
| 5Y | -98.4% | +59.9% | -158.3% | -99.1% |
| All | -99.2% | +94.1% | -193.3% | -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