+63.4%
VSH vs XHB
+5.8%
+57.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.4% | -10.5% | -8.2% |
| 7D | -13.6% | +9.7% | -23.4% | -19.0% |
| 30D | -30.4% | +11.7% | -42.0% | -35.6% |
| 3M | -33.3% | -1.4% | -31.9% | -32.5% |
| 6M | -15.1% | +6.8% | -21.8% | -18.8% |
| YTD | +80.2% | +5.5% | +74.7% | +63.7% |
| 1Y | +63.4% | +5.1% | +58.2% | +47.4% |
| All | +63.4% | +5.8% | +57.6% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling