+7.7%
V vs XBI
+75.8%
-68.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -1.0% |
| 7D | -1.7% | +0.9% | -2.6% | -1.8% |
| 30D | +2.0% | +7.1% | -5.1% | +1.5% |
| 3M | +17.4% | +22.9% | -5.5% | +14.9% |
| 6M | +17.5% | +29.7% | -12.2% | +13.8% |
| YTD | +7.6% | +34.5% | -26.9% | +3.5% |
| 1Y | +7.7% | +76.1% | -68.3% | +0.6% |
| All | +7.7% | +75.8% | -68.1% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling