+21.2%
VZ vs XBI
+75.8%
-54.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.9% |
| 7D | +0.1% | +0.9% | -0.8% | +0.2% |
| 30D | +7.9% | +7.1% | +0.8% | +8.8% |
| 3M | +13.6% | +22.9% | -9.2% | +15.8% |
| 6M | +1.1% | +29.7% | -28.6% | +3.4% |
| YTD | +29.3% | +34.5% | -5.2% | +31.5% |
| 1Y | +21.2% | +76.1% | -54.8% | +19.4% |
| All | +21.2% | +75.8% | -54.6% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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