+78.8%
IVV vs XBI
+107.0%
-28.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +0.5% | -0.9% | +1.4% | +0.8% |
| 30D | -1.0% | +2.9% | -3.9% | -2.0% |
| 3M | +3.9% | +26.2% | -22.4% | -3.8% |
| 6M | +14.5% | +30.7% | -16.2% | +4.6% |
| YTD | +12.9% | +32.9% | -20.0% | +2.3% |
| 1Y | +19.4% | +72.3% | -52.9% | -0.9% |
| 3Y | +78.8% | +107.2% | -28.4% | +35.0% |
| All | +78.8% | +107.0% | -28.1% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 3y: compounded portfolio wealth divided by compounded XBI 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…
3y analysis · Full analysis span regression · 6 months rolling