-99.9%
XPON price history and return analytics
+71.1%
-171.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.7% |
| 7D | -13.5% | -1.1% | -12.4% | -12.0% |
| 30D | +44.9% | -1.0% | +45.8% | +46.5% |
| 3M | -17.6% | +3.2% | -20.8% | -21.7% |
| 6M | -41.1% | +12.5% | -53.6% | -50.6% |
| YTD | -37.7% | +14.1% | -51.7% | -48.5% |
| 1Y | -71.3% | +18.9% | -90.2% | -77.3% |
| 3Y | -99.9% | +74.1% | -174.0% | -100.0% |
| All | -99.9% | +71.1% | -171.1% | -100.0% |
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