+74.2%
VTI vs XHB
+21.1%
+53.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.2% |
| 7D | -2.0% | -5.2% | +3.2% | -0.2% |
| 30D | -1.9% | -12.1% | +10.2% | +2.5% |
| 3M | +4.5% | -6.2% | +10.8% | +6.5% |
| 6M | +12.6% | -6.7% | +19.3% | +14.5% |
| YTD | +12.0% | -5.5% | +17.5% | +12.9% |
| 1Y | +17.3% | -15.6% | +33.0% | +23.3% |
| All | +74.2% | +21.1% | +53.1% | +54.1% |
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