+141.6%
XSOE price history and return analytics
+238.2%
-96.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +2.6% | +1.0% | +1.6% | +1.7% |
| 30D | +4.0% | -0.2% | +4.2% | +4.2% |
| 3M | +4.1% | +4.5% | -0.5% | +0.3% |
| 6M | +20.2% | +14.1% | +6.1% | +7.6% |
| YTD | +25.3% | +14.8% | +10.6% | +11.8% |
| 1Y | +36.0% | +21.2% | +14.8% | +15.6% |
| 3Y | +85.6% | +76.6% | +9.1% | +13.0% |
| 5Y | +34.2% | +66.6% | -32.4% | -14.1% |
| 10Y | +139.8% | +222.3% | -82.5% | -3.1% |
| All | +141.6% | +238.2% | -96.6% | -4.2% |
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 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