+509.3%
XSMO price history and return analytics
+368.9%
+140.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.6% |
| 7D | -1.5% | -1.1% | -0.4% | -0.4% |
| 30D | -6.3% | -1.0% | -5.3% | -5.4% |
| 3M | -5.4% | +3.2% | -8.5% | -8.2% |
| 6M | +9.6% | +12.5% | -2.9% | -2.1% |
| YTD | +16.7% | +14.1% | +2.6% | +2.8% |
| 1Y | +13.4% | +18.9% | -5.5% | -3.9% |
| 3Y | +71.3% | +74.1% | -2.8% | +1.5% |
| 5Y | +64.4% | +66.9% | -2.5% | +2.2% |
| 10Y | +254.4% | +228.3% | +26.1% | +23.6% |
| All | +509.3% | +368.9% | +140.4% | +50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling