+2,874.5%
V vs XBI
+925.2%
+1,949.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.3% |
| 7D | -1.1% | -0.9% | -0.2% | -0.7% |
| 30D | +1.9% | +2.9% | -1.0% | +0.5% |
| 3M | +15.5% | +26.2% | -10.7% | +4.8% |
| 6M | +16.6% | +30.7% | -14.1% | +3.7% |
| YTD | +5.7% | +32.9% | -27.2% | -6.9% |
| 1Y | +8.6% | +72.3% | -63.7% | -14.2% |
| 3Y | +52.5% | +107.2% | -54.7% | +8.5% |
| 5Y | +67.1% | +23.2% | +44.0% | +41.8% |
| 10Y | +376.8% | +158.5% | +218.3% | +170.0% |
| All | +2,874.5% | +925.2% | +1,949.4% | +590.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling