+172.5%
VEA vs XHB
+339.5%
-167.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.7% |
| 7D | +1.9% | +0.2% | +1.7% | +1.8% |
| 30D | +0.8% | -9.1% | +9.8% | +5.1% |
| 3M | +5.7% | -2.3% | +8.0% | +6.3% |
| 6M | +13.3% | -4.1% | +17.4% | +14.7% |
| YTD | +18.4% | -1.7% | +20.1% | +18.2% |
| 1Y | +27.0% | -15.1% | +42.1% | +35.0% |
| 3Y | +79.3% | +26.8% | +52.4% | +54.3% |
| 5Y | +62.1% | +37.3% | +24.8% | +31.4% |
| 10Y | +160.3% | +205.7% | -45.4% | +38.8% |
| All | +172.5% | +339.5% | -167.0% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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