-32.0%
VST vs XHB
-1.4%
-30.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.5% | +12.1% | +10.9% |
| 7D | -9.8% | +1.3% | -11.1% | -10.5% |
| 30D | -25.1% | +7.8% | -32.9% | -27.8% |
| 3M | -11.6% | -5.5% | -6.1% | -9.6% |
| 6M | -20.9% | -2.6% | -18.3% | -21.3% |
| YTD | -22.3% | +0.4% | -22.7% | -22.2% |
| 1Y | -32.0% | -1.0% | -31.0% | -31.4% |
| All | -32.0% | -1.4% | -30.7% | -31.4% |
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