-44.1%
VG vs XHB
-7.9%
-36.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.5% | +4.2% |
| 7D | +15.1% | -2.4% | +17.5% | +14.3% |
| 30D | -4.2% | +7.1% | -11.3% | -2.0% |
| 3M | -3.1% | -6.0% | +2.9% | -3.7% |
| 6M | +0.3% | +2.1% | -1.7% | +0.2% |
| YTD | +95.5% | -0.6% | +96.1% | +92.9% |
| 1Y | +64.4% | -3.3% | +67.7% | +64.1% |
| All | -44.1% | -7.9% | -36.2% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling