+144.2%
XOVR price history and return analytics
+164.6%
-20.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.3% |
| 7D | -1.2% | -1.1% | -0.1% | +0.1% |
| 30D | +1.6% | -1.0% | +2.5% | +2.8% |
| 3M | +3.4% | +3.2% | +0.3% | 0.0% |
| 6M | +18.1% | +12.5% | +5.6% | +3.0% |
| YTD | +3.2% | +14.1% | -10.8% | -11.3% |
| 1Y | 0.0% | +18.9% | -18.9% | -18.0% |
| 3Y | +68.8% | +74.1% | -5.3% | -9.4% |
| 5Y | +26.8% | +66.9% | -40.0% | -27.5% |
| All | +144.2% | +164.6% | -20.4% | -12.2% |
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