+2,826.7%
VRT vs XBI
+72.6%
+2,754.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.3% |
| 7D | +13.6% | -0.9% | +14.5% | +14.2% |
| 30D | +6.8% | +2.9% | +3.9% | +4.4% |
| 3M | -3.2% | +26.2% | -29.4% | -16.3% |
| 6M | +20.3% | +30.7% | -10.4% | +1.8% |
| YTD | +79.6% | +32.9% | +46.7% | +50.4% |
| 1Y | +139.0% | +72.3% | +66.7% | +71.9% |
| 3Y | +644.6% | +107.2% | +537.4% | +375.2% |
| 5Y | +1,024.4% | +23.2% | +1,001.2% | +808.2% |
| All | +2,826.7% | +72.6% | +2,754.1% | +1,712.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling