+1,002.6%
VST vs XHB
+231.6%
+770.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.5% | +12.1% | +11.3% |
| 7D | -9.8% | +1.3% | -11.1% | -11.0% |
| 30D | -25.1% | +7.8% | -32.9% | -28.7% |
| 3M | -11.6% | -5.5% | -6.1% | -10.1% |
| 6M | -20.9% | -2.6% | -18.3% | -21.1% |
| YTD | -22.3% | +0.4% | -22.7% | -23.9% |
| 1Y | -32.0% | -1.0% | -31.0% | -33.1% |
| 3Y | +262.4% | +37.3% | +225.1% | +196.0% |
| 5Y | +563.4% | +33.7% | +529.7% | +433.6% |
| 10Y | +1,120.7% | +256.9% | +863.8% | +453.2% |
| All | +1,002.6% | +231.6% | +770.9% | +404.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling