+11.9%
VT vs XHB
-3.6%
+15.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.1% |
| 7D | +2.9% | -2.4% | +5.3% | +3.6% |
| 30D | -2.5% | +7.1% | -9.6% | -4.5% |
| 3M | -3.3% | -6.0% | +2.6% | -1.6% |
| 6M | +1.5% | +2.1% | -0.5% | +0.3% |
| YTD | +11.4% | -0.6% | +12.0% | +9.9% |
| 1Y | +11.9% | -3.3% | +15.2% | +11.3% |
| All | +11.9% | -3.6% | +15.5% | +11.3% |
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