-24.9%
XZO price history and return analytics
+15.6%
-40.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.3% |
| 7D | -5.8% | -2.0% | -3.9% | -3.3% |
| 30D | -3.8% | -1.4% | -2.4% | -2.1% |
| 3M | +18.1% | +4.7% | +13.4% | +8.3% |
| 6M | +3.3% | +11.4% | -8.1% | -17.4% |
| YTD | -34.9% | +13.1% | -48.0% | -52.6% |
| All | -24.9% | +15.6% | -40.5% | -49.2% |
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