+34.0%
VSH vs XHB
+24.0%
+10.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +2.1% |
| 7D | +3.5% | -1.9% | +5.4% | +5.3% |
| 30D | -4.4% | -8.3% | +3.9% | +3.3% |
| 3M | -45.8% | -7.1% | -38.7% | -42.3% |
| 6M | +90.1% | -5.3% | +95.4% | +97.5% |
| YTD | +120.3% | -3.2% | +123.5% | +121.0% |
| 1Y | +112.2% | -13.9% | +126.1% | +139.5% |
| All | +34.0% | +24.0% | +10.0% | +11.1% |
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