+77.3%
VOO vs XBI
+99.0%
-21.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -0.8% | -4.6% | +3.9% | +0.6% |
| 30D | -1.1% | -2.0% | +0.9% | -0.6% |
| 3M | +3.9% | +17.8% | -13.9% | -1.7% |
| 6M | +13.6% | +23.7% | -10.1% | +5.6% |
| YTD | +12.7% | +28.2% | -15.5% | +3.3% |
| 1Y | +17.6% | +64.0% | -46.4% | -0.8% |
| 3Y | +77.3% | +99.4% | -22.1% | +35.0% |
| All | +77.3% | +99.0% | -21.7% | +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