+759.2%
VTI vs XHB
+163.2%
+596.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.2% |
| 7D | -0.4% | -1.9% | +1.6% | +0.5% |
| 30D | -1.6% | -8.3% | +6.7% | +2.4% |
| 3M | +3.6% | -7.1% | +10.7% | +6.7% |
| 6M | +13.0% | -5.3% | +18.3% | +14.8% |
| YTD | +12.7% | -3.2% | +15.9% | +12.8% |
| 1Y | +18.4% | -13.9% | +32.2% | +24.8% |
| 3Y | +76.4% | +24.9% | +51.5% | +51.8% |
| 5Y | +73.7% | +34.5% | +39.2% | +41.9% |
| 10Y | +302.5% | +215.5% | +87.1% | +113.5% |
| All | +759.2% | +163.2% | +596.0% | +269.5% |
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