+87.9%
VUG vs XHB
+26.5%
+61.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.4% |
| 7D | +0.9% | +0.2% | +0.7% | +0.8% |
| 30D | -1.4% | -9.1% | +7.6% | +1.7% |
| 3M | +2.3% | -2.3% | +4.6% | +2.7% |
| 6M | +15.7% | -4.1% | +19.8% | +16.4% |
| YTD | +8.6% | -1.7% | +10.3% | +7.9% |
| 1Y | +14.1% | -15.1% | +29.2% | +19.4% |
| 3Y | +87.9% | +26.8% | +61.1% | +62.8% |
| All | +87.9% | +26.5% | +61.4% | +62.8% |
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