+644.6%
VRT vs XHB
+26.5%
+618.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +5.2% |
| 7D | +13.6% | +0.2% | +13.4% | +13.4% |
| 30D | +6.8% | -9.1% | +15.8% | +13.3% |
| 3M | -3.2% | -2.3% | -0.9% | -2.0% |
| 6M | +20.3% | -4.1% | +24.5% | +23.4% |
| YTD | +79.6% | -1.7% | +81.3% | +79.8% |
| 1Y | +139.0% | -15.1% | +154.1% | +162.9% |
| 3Y | +644.6% | +26.8% | +617.8% | +481.8% |
| All | +644.6% | +26.5% | +618.2% | +481.8% |
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