+553.8%
VTV vs XHB
+163.2%
+390.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.4% |
| 7D | -0.7% | -1.9% | +1.3% | +0.2% |
| 30D | -0.5% | -8.3% | +7.8% | +3.4% |
| 3M | +5.3% | -7.1% | +12.4% | +8.3% |
| 6M | +12.9% | -5.3% | +18.1% | +14.5% |
| YTD | +18.5% | -3.2% | +21.7% | +18.6% |
| 1Y | +25.3% | -13.9% | +39.1% | +32.0% |
| 3Y | +68.2% | +24.9% | +43.3% | +44.8% |
| 5Y | +80.6% | +34.5% | +46.1% | +46.2% |
| 10Y | +232.9% | +215.5% | +17.5% | +73.0% |
| All | +553.8% | +163.2% | +390.6% | +166.9% |
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